Auto.End-to-End handles the full journey from digital LOA to final report.
Manual paraplanning can take weeks from LOA to final report. Auto.End-to-End streamlines the entire workflow, cutting that down to hours.
Built for St. James’s Place advisers, it removes bottlenecks, reduces risk, and frees up capacity so you can serve more clients with confidence.
With Auto.End-to-End, every step of the paraplanning process is automated:
Digital LOAs through The Pensions Lab
Provider data extracted directly into AutoSL checklists
Automated critical yield calculations and illustrations
Suitability reports generated and ready for approval in hours, not weeks
Already trusted by top SJP firms including Clearwater and AAG, Auto.End-to-End is designed to scale across practices of all sizes.
Auto.End-to-End 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.
Auto.SL focuses on creating suitability letters quickly. Auto.End-to-End goes further by automating every stage of the process, including LOAs, data extraction, critical yield, illustrations, and reporting.
Traditional paraplanning can take weeks per case. Auto.End-to-End reduces this to hours, 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 firms with higher case volumes or complex client needs, but it scales to practices of all sizes across the Partnership.
Most practices can be live within days. Tweed.AI provides onboarding, training, and support to ensure a smooth rollout.
