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How AI Automation Transformed Life as a Paraplanner
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Manual paraplanning is slow, expensive, and creates bottlenecks. Tweed.AI automates the process, cutting turnaround from weeks to hours, lowering costs, and reducing risk.
Advisers and paraplanners in the St. James’s Place Partnership face relentless admin and high compliance demands. Tweed.AI is the only automation platform built specifically for this environment, proven at scale, and trusted across the Partnership.
Traditional paraplanning is slow, costly, and risky. Pilot tools are limited in scope. Tweed.AI changes that. Our products are adviser-led, compliance-first, and already delivering results: faster turnaround, lower costs, reduced risk, and greater practice capacity.
Only automation platform designed for SJP Partners
Adviser-built, compliance-first technology
Over 210 practices and 624 advisers live
£110M+ projected annual savings across the Partnership
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Onboard your team, see the difference it makes
By partnering with Tweed.AI, we’ve dramatically reduced the time our advisers spend on admin. That means more time with clients, and more confidence in our compliance processes.
Group MD, AAG Wealth Management
Tweed.AI has been a game-changer for our practice. The accuracy, speed, and compliance standards give us an edge in serving clients efficiently.
CEO, Clearwater
Manual paraplanning is slow, expensive, and creates bottlenecks. Tweed.AI automates the process, cutting turnaround from weeks to hours, lowering costs, and reducing risk.
Yes. In 2025 alone, Tweed.AI has processed more than 24,000 LOAs and is projected to save the Partnership over £110M annually compared to traditional outsourced paraplanning.
Absolutely. We are ISO 27001, ISO 9001, and Cyber Essentials Plus certified, ensuring your data and workflows remain secure and audit-ready.
Tweed.AI is trusted by leading SJP firms including Clearwater, AAG, Sovereign, and FLM, covering both small practices and large partnerships.
Most practices are live within days, supported by onboarding, adviser training, and compliance guidance.