Tweed Case Manager (TCM) handles the full journey from digital LOA to final report.
Powered by AI, built for SJP — Tweed Case Manager delivers faster, smarter, compliant advice reports in minutes, not hours.
Tweed Case Manager is the platform — the whole advice case in one place, from client record to submitted business. It brings together all of our tools in a single connected workflow:
Auto.SL – instantly generate on-brand, compliant suitability letters in minutes.
Auto.Extract – turn provider and policy documents into clean, structured data, with every field grounded back to its source.
Digital.LOA – optional, via The Pension Lab: automated Letters of Authority with built-in chasing and real-time status tracking.
Case dashboard – every live case and its next action, with a full audit trail.
Tweed Case Manager integrates directly with SJP’s Salesforce, retrieving client and CFR data straight into the case — no downloads, no re-keying. In the coming weeks it will integrate with the SJP CYC to create Auto.CYC, with provider data mapped and pre-filled ready to run the calculation.
This application is available exclusively to authorised SJP Partner Practices by subscription.
Tweed Case Manager is Tweed.AI’s full workflow automation solution. It manages the entire paraplanning process, from digital LOAs to final suitability reports, in hours instead of weeks.
Based on an average pension transfer case, it can take 4 hours and 30 minutes. TCM reduces this to just 32 minutes, removing bottlenecks and freeing up adviser capacity.
Yes. It is designed for the St. James’s Place Partnership, with ISO certifications and audit trails built in to meet compliance requirements.
It is ideal for any type of practice as it scales to practices of all sizes across the Partnership.
Practices can be live within 48 hours. Tweed.AI provides onboarding, training, and support to ensure a smooth rollout.
