Compliance reviews on every file. Every meeting scored. Annual reviews written. Client paperwork drafted from the conversation itself — built inside a Chartered financial planning firm, on Claude.
Reads an entire client file like a compliance reviewer and scores it in minutes — verdicts, section scores, findings tied to named FCA rules.
Turns every recorded meeting into a scored report — talk share, question analysis, tone of voice, and a read on everyone in the room.
Scores adviser competency against defined skill profiles and a versioned ruleset — consistent, auditable, defensible for T&C.
An evidenced, market-checked savings recommendation in minutes — 239 FSCS-protected products, rates verified live, nine-page client report.
Reads years of platform valuations, works out what really changed, and writes the annual review as a finished, branded client document.
Turns a recorded client conversation into finished, branded paperwork — discovery, scopes of work, value documents, attitude-to-risk reports.
Carbon puts your thinking on the page while the prospect is still warm. Sterling makes cash an advice area you can actually service.
Built inside Cervello Financial Planning — Chartered Financial Planners — to run a real client bank, and refined on live cases before it reached this page.
Findings tied to named FCA rules with evidence quoted from the file. Versioned standards. FSCS-only product universes. Defensible, not a black box.
Every app uses Anthropic's Claude as its reading and reasoning engine, signed in on your firm's own account — trusted across regulated industries.