Built with advisers, not at them.
MonAI builds private AI for UK advisory firms: suitability letters, annual reviews and pension transfers that run on your documents, in your office. The adviser stays in control. The admin stops following them home.
Software, not financial advice. MonAI is not FCA authorised or regulated.
The problem was never the advice.
The most expensive part of advice is not the advice. It is the 30 minutes of pulling statements, checking figures and retyping the same letter. Then doing it again for the next client.
That is not a people problem. It is a workflow problem. MonAI started with a simple observation: the adviser should sign the advice, not spend the day assembling it.
So we built the product we wanted to use: private by default, evidence behind every figure, and a human sign-off at the end. No cloud. No black box. No extra admin hire.
“The adviser should sign the advice, not spend the day assembling it.”
Four rules we do not break.
The adviser signs.
AI drafts. You decide. The regulatory boundary stays exactly where it belongs: with the adviser.
Evidence over assertion.
Every figure opens its source page. The product cannot invent a fact and ask you to trust it.
Private by default.
Client files stay in your building. No cloud. No third party. No data processor to explain.
Speed is a feature.
Fast in the cloud. Private on your premises. The admin stops following the adviser home.
Boring, reliable, on your side.
No big-bang transformation. We start with the work that eats the week, prove it on real files, then widen the workflow.
Read the case studySit with the team.
We map the real workflow: the CFR, the provider portal, the fact-find, the letter. Not the org chart.
Remove the typing.
The boring, repeatable work goes first. Extraction, source matching and the first draft.
Stay in the loop.
The product ships with support, not a ticket queue. We refine it against your real cases.
The work is done.Go home.
The admin stops following the adviser home. That is the product.
Your own AI. In your office.
A Mac Studio running MonAI software. Deployed in your office. No cloud. No data processor. No third party sees your client files.
Private by design
Client data stays on site. You keep control and auditability.
Built for workflow
Optimised for repeatable admin tasks, not generic chat.
Fast turnaround
Turn hours of admin into minutes, with confidence scores and a verification step before anything is used.
Install + support
We set it up to match your exact workflow, then refine it.
Start free. Get in touch if you need more.
The full product free for 30 days, up to three named people. No card, no setup, and you can generate your first report in five minutes.
Enterprise or on premises? take the private AI check