Client review packs,
ready by Friday. Not next Friday.
For UK chartered wealth practices. Ai that drafts cashflow narratives, client review letters, and suitability addenda — without your clients’ wealth data ever touching a general Ai model.
- Turn a cashflow model into a client-ready narrative in minutes, in your firm’s voice.
- FCA Consumer Duty-aligned audit of every drafted communication. Who, what, when, why.
- Per-client vaults. The Ai working on the Hargreaves file cannot see the Montgomery file.
Instant start. No sales call. No credit card.
Annual review letter
Draft the Hargreaves annual review letter: portfolio performance YTD, cashflow narrative, recommended rebalancing.
Consumer Duty audit
Plain language check · comprehension flag · logged to chain
4-page letter drafted. Your review, your signature.
Admin shrinks. Client time grows.
Morning
Cashflow review
From Voyant model to client-readable narrative.
Export the cashflow model to your vault. Your Analyst reads the key outputs — drawdown sustainability, tax-efficient sequence, longevity risk — and drafts a client-readable narrative. You review, adjust, sign.
Midday
Suitability letter
Suitability addendum for a rebalancing — drafted in 10 minutes.
Include the rationale, Consumer Duty comprehension check, projected outcome range, fee transparency. All drawn from the client’s own file. None of it leaves your vault.
Afternoon
Annual review prep
Six client reviews next week. Packs ready by Friday.
Per-client packs: portfolio commentary, fee statement narrative, action items from last review, outstanding questions. Your paraplanners get drafts; you get to do the thinking.
Month-end
Consumer Duty audit
Prove good outcomes. Not a reconstruction job.
Every Ai-assisted communication carries its Consumer Duty metadata: fair-value test, comprehension check, suitability rationale. Month-end audit becomes a filter, not a scavenger hunt.
Meet Crestmere Wealth.
A 4-planner chartered wealth management firm in Edinburgh. Illustrative scenario — the kind of practice signing up in week one.
Consumer Duty changed what “good” looks like for our communications. Other Me is the first Ai tool where the audit trail and the plain-language checks are built in — not bolted on — and the firewall means I can tell my clients their wealth data isn’t heating up a data centre in California.
Eleanor McKinnon
Director · Crestmere Wealth
The problem
Consumer Duty (the FCA rule that makes firms prove they deliver good outcomes to clients, not just sell products) raised the bar on what good client communication looked like: plain language, fair value, suitability rationale all evidenceable. The practice’s existing Ai tooling could not attach any of that evidence automatically, so every month-end was a reconstruction exercise.
How Other Me solved it
They moved to Other Me. Every Ai-drafted communication auto-attached its Consumer Duty metadata: plain-language score (how readable the letter is), comprehension check (whether the client would understand it), fair-value test, and suitability rationale (the reasoning for the recommendation). Per-client vault isolation — in plain English: the Ai helping with the Hargreaves file literally could not retrieve data from the Montgomery file.
What changed
Client review packs that used to take a full week were ready by Friday. Consumer Duty Champion (the board-level director responsible for Consumer Duty) reviews became a filter: click the metric, see the evidence. Client wealth data stayed structurally inside the practice — explainable to clients on request.
4x
Faster client review packs
100%
Consumer Duty metadata captured
0
Client wealth data shared for training
6
Seats live day 1
Crestmere Wealth is an illustrative firm. Real named customers will replace this as we onboard through 2026.
Audit for your Consumer Duty Champion.
Every Ai-assisted communication carries Consumer Duty metadata: understanding check, fair-value evidence, suitability rationale. Month-end audit becomes a filter, not a reconstruction.
UK Patent App No. 2602911.6
Per-client vault isolation
The Ai working on one client’s file cannot retrieve another client’s data. Structural, not policy-based.
Consumer Duty metadata
Plain-language check, fair-value test, suitability rationale auto-attached to every Ai-drafted communication.
Client-portability exports
A client leaves the firm? Their whole data footprint exports in a structured, portable format — and can be purged per your engagement letter.
Fits your wealth tools.
Back-office, CRM, comms, practice tools.
Everything your practice needs.
One price.
Every Ai model, every integration, every SCRS control — included from day one. No feature gating, no per-seat model fees, no surprise bills.
- All Ai models (GPT, Claude, Gemini, Grok)
- Patent-pending SCRS data firewall + kill switch
- Xero, Zoho Books, HubSpot, Jira, Notion, Airtable, Google Workspace
- UK data residency, tamper-evident audit log, DPIA artefacts
Small Medium Teams
For your whole practice. Flat price.
£24/mo alternative for families, individuals or small teams on the pricing page.
No credit card · No sales call · Cancel anytime
Answers for chartered principals.
Is this Consumer Duty-ready?
Can we connect to Voyant / Xplan / iO?
What if a client leaves the firm?
How quickly can we start?
Instant start
Try it in under 2 minutes.
No sales call. No procurement form. No credit card. Sign up, invite your team, start working with Ai that keeps your client data out of general models.
No credit card · No sales call · Month-to-month · Cancel anytime