4admin

Slow LoAs damage your reputation— clients see your logo, not the product provider's. Waiting for provider's to change is costly, with 4admin, you can cut turnaround times, protect your reputation, and improve client service.

Paraplanners spend too much time gathering data, chasing missing info, and going back-and-forth with admin teams. 4admin uses AI to extract data from PDFs, highlight sources, generate checklists, and escalate only what needs expertise. Helping support staff focus on the highest value work.

Unlock back-office capacity by removing manual admin from LoAs. 4admin frees your staff from trawling through 50+ page docs, rekeying data and chasing providers — now you can grow without increasing headcount.

Every wealth firm invests in adviser technology— but what about the support staff processing every case? They're drowning in manual data entry, endless re-keying and chasing providers —using systems that don't talk to each other. That’s where we come in.

Provider documents are clunky and inconsistent, with data buried across 30+ pages. Your team spends hours extracting what should take minutes. 4admin’s AI extracts charges, fund holdings, features & more — then sends it straight into your CRM system. No copy-paste, no missed info.

Fragmented systems are a recipe for manual errors. Re-typing or copy-pasting data again and again, where a typo turns into a compliance issue. 4admin extracts the info, verifies the source, and pushes clean data into your systems every time.