Financial advice
efficiency unlocked

Combine data through industry specific integrations, and increase 
value provided to clients with purpose-built AI

Trusted by forward thinking financial advisors - globally

Unite your teams and your data

Bring together disconnected silos to build efficiency
Financial Advisors
Spend more time with more clients by reducing your admin burden
Resolve cases 2-4x faster and deliver a great client experience
Compliance Directors
Proactively detect and manage compliance risks with quality data

CoPlanner AI

Saturn utilises purpose built, financial services specific data and compliance model, CoPlanner AI, to ensure accuracy, quality and compliance. It intelligently gathers insights and integrates with processes and tools, creating a single source of truth to drive efficiency.

*for illustration purposes, currently Saturn provides custom integrations with the providers mentioned above

Security and Precision

Sharing your clients’ data can be scary, we understand that. We never train our model on your data. Saturn adheres to the highest level of data protection and will ensure this remains a core part of operations.

Experience and Efficiency

Our focus is to build tools to capture unstructured and structured data, focusing on improving the experience of each client and delivering insights across the organisation.

We are growing strong, our compliance and data model - CoPlanner supports firms of all sizes across the UK


UK regulated advice conversations are now processed through Saturn


Advisors across UK use Saturn to be efficient and level up their service


Minutes saved by advice firms with Saturn tools built to capture data and reduce double-keying

Drive efficiency, spend more time with clients

Sign up for a demo and experience the future of financial planning efficiency

Book a Demo