it does not advise your clients
shandy drafts recommendations from what you and your client have discussed. deciding whether a recommendation is suitable is regulated work, and it stays with the adviser whose name is on it.
capabilities
one assistant, six jobs
everything that happens
after the meeting.
a note taker gives you a transcript and leaves the rest on your desk. shandy takes the conversation and finishes the work it creates: the summary, the follow ups, the document, the form, the reply, and the answer to whatever you need to know next week.
each capability below works on its own, and all six work from the same client record. that is the point. the summary informs the document, the document informs the email, and the email informs the answer you get when you ask what is outstanding.
01 / meetings
captured and summarised
01
the meeting, written up before you have left your chair.
shandy joins the video call, dials in on the phone, or takes a voice note you record on the way back to the office. it listens, separates the substance from the small talk, and produces a write up in the structure your firm expects: what was discussed, what was decided, what was agreed and what remains open.
the summary is attached to the client, not filed in a folder somewhere. and every line of it stays traceable to the moment in the conversation it came from, so if a point is ever questioned, the answer is one click away rather than one argument away.
video calls
shandy attends scheduled client meetings and reviews, and writes them up without anyone in the room taking notes.
phone conversations
the unscheduled fifteen minute call that changes a plan is captured on the same terms as a formal annual review.
voice notes
dictate what happened after a face to face meeting and shandy treats it as a first class source for the record.
uploaded documents
drop in a signed questionnaire, a statement or a letter, and the detail inside it is read and held against the client.
what comes back
- a written summary in your firm's structure, not a wall of raw transcript
- the decisions taken, stated plainly and separated from the discussion
- follow ups lifted out as tasks, each one linked to its moment
- new facts about the client folded into the record automatically
- a timestamped trail back to the source for every claim made
what it is not
it is not a recording you have to listen back to, and it is not a transcript you have to edit into something usable. the write up is the deliverable.
02 / follow ups
action items become tasks
02
the things you promised, kept off your memory.
most of what goes wrong in a practice is not a bad decision. it is a small commitment made in passing at the end of a long call, never written down, and quietly missed. confirm the beneficiary. re-run the questionnaire. send the revised schedule before the next meeting.
shandy lifts each of those out of the conversation as it happens and turns it into a task with the client attached and the exact point in the call recorded against it. when you open the task a week later, you do not have to reconstruct why it exists.
- extracted from what was actually said, not from a template checklist
- linked to the client record and to the timestamp it was raised at
- carried forward across meetings until they are closed or dropped on purpose
- visible to whoever supports the client, not locked to one adviser's inbox
confirm beneficiary details from review call, 00:14:22
draft updated financial review linked to the harlow account
send revised contribution schedule due before the next meeting
re-run the risk questionnaire raised at 00:31:05
check employer scheme change mentioned in passing, flagged for you
follow up tasksfive from one call
03 / documents
first drafted in your template
your templateyour voiceneeds review
drawn from: review calldrawn from: risk questionnaire
advice documentassembled from the record
documents it drafts
- investment policy statements
- annual and periodic financial reviews
- investment proposals and recommendations
- meeting write ups for the client file
- client facing letters and summaries of advice
03
your template, your voice, your firm's language.
the reason most generated documents are useless is that they read like they came from somewhere else. the headings are wrong, the tone is wrong, and the disclosures are in the wrong order, so rewriting the draft costs more than starting from the blank page.
shandy drafts into the templates your firm already uses, in the voice you already write in, with the structure your compliance function already approved. it pulls the substance from the record: what the client said, what you recommended, what the questionnaire returned, what changed since the last review.
what comes back is a genuine first draft. you read it, you change what needs changing, and you sign it off. the judgement is still entirely yours, which is the only arrangement that makes sense when your name is on the document.
source material
meetings, voice notes, uploaded documents, email threads and everything already held in the client record.
structure
your firm's own template library, shared across the practice so every adviser's draft starts in the same shape.
tone
learned from the documents and emails you already send, so the draft reads as yours rather than as output.
status on delivery
draft, marked for review. nothing is finalised, filed as final or sent to a client without you.
04 / forms
completed, under firm control
04
the same facts, keyed in once.
a client's name, date of birth, address, employment, dependants and risk profile do not change between forms. only the layout does. shandy completes a form from what it already holds in the record, which removes both the typing and the transposition error that eventually comes with it.
control matters more than convenience here, so the firm decides field by field. some fields shandy populates. some are fixed by the firm and cannot be touched. some are deliberately left empty because they require a person to make a decision. that configuration belongs to the practice, not to the adviser filling in the form at five in the afternoon.
populated automatically
facts already established and evidenced in the client record.
fixed by the firm
declarations, regulatory references and standing wording that must never vary between advisers.
left for a person
anything that is a judgement rather than a fact, flagged for the adviser to complete.
checked before use
every completed field is shown with its source so it can be verified at a glance, not taken on trust.
full namefilled
date of birthfilled
addressfilled
employment statusfilled
dependantsfilled
risk profilefilled
objectivesfor the adviser
adviser declarationfixed by firm
regulatory referencefixed by firm
completed formthree states, one policy
why it is set at firm level
if every adviser can decide what gets filled in automatically, the firm has no consistent position to stand behind. setting it centrally means one answer to the question of how a form was completed, across the whole practice.
05 / emails
drafted and managed
to: j. harlow
re: your annual review and next steps
drafted from inbox historyreview before sending
client emailin context, in your tone
05
the inbox is where the relationship actually lives.
most of what a client tells you between meetings arrives by email, and most of what you promised them is somewhere in a thread three weeks deep. an assistant that cannot see the inbox is working with one eye closed.
connect your mailbox and shandy drafts client emails when you ask for them, in the register you already use with that particular client. the same history informs everything else it writes, so a review draft knows about the question the client asked by email on a tuesday evening.
- drafts replies and outbound emails on request, never on its own initiative
- uses the thread and the wider relationship history to pitch the tone correctly
- feeds email context into documents, summaries and answers elsewhere in shandy
- leaves sending to you, every time, with no automatic dispatch
nothing leaves your mailbox without you pressing send.
06 / ask
conversational, across everything
06
ask the record instead of searching it.
you have a client call in four minutes and you need to know what you agreed in february, whether the beneficiary question was ever closed, and what the last review recommended. that is three searches across three systems, or one question.
shandy answers in plain language and shows you where each part of the answer came from. then, in the same place, you can tell it what to do next: draft the review, write the email, complete the form. asking and acting are the same conversation.
what was agreed
decisions and commitments across every meeting, with the moment each one was made.
what is outstanding
open follow ups for a client, a household or your whole book, including items raised in passing.
what changed
how circumstances, objectives or risk tolerance have moved since the last review.
what to do now
tell shandy to draft, complete or write the next thing, from inside the same conversation.
what did we agree with the harlow account last quarter, and what is still outstanding?
last quarter you agreed to rebalance toward a lower risk allocation and to revisit contributions in the second quarter. outstanding: beneficiary confirmation and the revised review.
from: review callfrom: policy statementfrom: inbox
draft the review and leave the contribution figures blank.
drafted into your annual review template, with the contribution section marked for you. it is in the client record as a draft.
draft createdneeds review
ask and actone conversation, both halves
the boundary
what shandy
deliberately will not do.
a tool that hides its limits is harder to trust than one that states them. these are not features we have not built yet. they are decisions about where an assistant should stop in a regulated, advised relationship.
it does not give advice. it does not send on your behalf. it does not learn from your clients' data. it does not decide what your firm's position is.
07 / where it stops
by design, not by omission
the assistant does the work around the advice, not the advising.
it does not send anything for you
no email, document or form leaves your hands automatically. every output arrives as a draft, and the act of sending is always a person's decision.
it does not train on your clients
your client data is not used to train ai models and is not sold. it is held to do your firm's work and nothing else. the detail is on the security page.
it does not overrule your firm
templates, fixed fields, permissions and retention are set by the practice. shandy works inside those rules rather than negotiating with each adviser about them.
next step
see it against
see it against
your own week.
the fastest way to judge shandy is to put your next client conversation through it. onboarding is self service and free to start, so that can happen this week rather than next quarter.