client context
Pennee reads across cashflow plans, FactFinds, risk profiles, portfolios, platform data, LoAs, meeting history and client records to bring the right context into every task.
Use Cases
Pennee accelerates advice work by preparing review-ready drafts and workflows — while keeping the adviser firmly in control of every output and action.
meeting notes
Pennee captures meeting notes, actions and decisions in real time, then turns them into:
Nothing is sent or triggered until the adviser explicitly approves it.
built for regulated firms
AI in financial planning carries real responsibility. Pennee is designed to help advisers move faster while keeping the adviser responsible for every client outcome, communication and recommendation.
Pennee can prepare drafts, suggest actions and assemble workflows — but it never sends, submits, changes or triggers anything independently.
Every output is reviewed by the adviser first. Every action requires explicit approval.
Pennee runs on UK infrastructure and your firm's data is never used to train AI models.
Designed for regulated advice firms, with adviser accountability, auditability and oversight built into the workflow.
Pennee operates within the Timeline ecosystem your firm already uses every day.
Join a live walkthrough of how advisers are using Pennee across meeting prep, reports, planning workflows and client servicing.
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