4admin

Spend 86% less time analysing policy documents, saving time and manual errors.

4admin is an AI-powered tool which automates the tedious process of screening pages, upon pages, of product-level paperwork.

Now you can slash the time spent by your team on scheme analysis by up to 86%, improving quality control and minimising human errors by supplementing your team with AI that does the heavy lifting.

Automate policy data extraction

4admin automatically extracts and pushes key policy details straight into iO, removing manual entry and saves hours of repetitive admin every week.

Chase details in one place

Use our in-app phone and email integrations to automate additional info requests

Centralise and streamline LoA admin

4admin centralises your Letters of Authority process, streamlining requests, tracking, and follow-ups, so every LoA is managed efficiently without juggling multiple systems or spreadsheets

See 4admin in action

4admin automates financial policy processing, eliminating repetitive admin and manual data entry. We extract policy numbers, providers, start dates, valuations, fund holdings and contributions. You can then chase any additional details via in-app calls and emails, before pushing all details to intelliflo.

By streamlining onboarding and ongoing client servicing, 4admin saves hours of admin work each week, reduces costly errors, and frees firms to focus on clients instead of paperwork.

Resources & Links