For FCA-regulated advice & wealth firms
Get AI built for the FCA, not around it.
We turn AI into working systems for advice firms, wealth managers and family offices, designed around FCA rules, Consumer Duty and GDPR, with private, on-network options for confidential client data.
Book a free call- FCA-aware
- Consumer Duty
- Private Vault option
Where the week gets stuck
Sound familiar?
Your clients trust you with sensitive money and data. Off-the-shelf AI rarely respects that. This is usually where it bites:
Suitability paperwork is heavy
Reports and records are manual, repetitive and slow to produce to the standard you need.
Consumer Duty raises the bar
Evidencing good outcomes and monitoring them takes time the team does not have.
Reviews eat adviser hours
Preparing client review packs pulls advisers away from actual advice.
Tooling raises hard questions
Generic AI tools create real data, confidentiality and compliance headaches.
What we put to work
The few systems that pay back.
Working systems that evidence the advice and free up advisers.
Suitability-support agent
Drafts and checklists that evidence the advice, prepared for an adviser to review and own.
Consumer Duty assistant
Surfaces gaps in records and outcomes monitoring before they become a problem.
Client review agent
Prepares review packs and plain-English summaries from your existing systems.
Nerdster Vault
Private, on-your-network AI so confidential client data stays in your control and trains nothing public.
The Monday Pulse
What you would see every Monday.
A one-page read for the firm: assets and flows, reviews due, suitability or Consumer Duty gaps to close, and client risk worth watching this week.
Industry trends
Cash-to-equity rotation as rates ease; retirement advice demand rising. Position your proposition.
Competitor watch
Two regional IFAs launched low-cost model portfolios this quarter. Review your charging.
Seasonal trends
ISA and pension contributions spike before tax-year-end. Build review capacity for February to April.
FCA, Consumer Duty & AML
4 outcome-evidence gaps to close · 3 suitability reviews overdue · 2 AML checks expiring.
Advice report
Sent every Monday as part of the Intelligence retainer.
- UK-hosted, UK team
- Human sign-off on anything client-facing
- Cyber Essentials certified
- 30-day rolling, no lock-in
Built on platforms you already trust
FAQ
Good questions.
How do you handle FCA requirements?
We build around FCA rules and Consumer Duty, with human sign-off and full audit trails. The system prepares and evidences; your people decide.
Can data stay on our own infrastructure?
Yes, via Nerdster Vault, on your network and air-gapped if required. Nothing is used to train public models.
Will it make advice decisions?
No. It drafts, checks and evidences. Advisers make the decisions and remain accountable.
How do we start?
A two-week audit, then a short pilot on one workflow, quoted in writing before we begin.
Find out what AI should be doing for your firm.
Book a free 30-minute call. We map your workflows, find the few things AI should be doing, and send a one-page action list. No obligation.
Book a free call0330 043 7414 hello@nerdster.ai Mon–Fri 9–5:30