Revolutionise Your Pension LOA Process in 2025
eXcede LOA
A Low-Cost, AI-Powered Solution
For UK Financial Advisers
What's your problem?
Time-intensive LOA process
Are you stuck spending months chasing pension providers?
Accurate responses often take 3-9 months and demand significant follow-ups.
Incomplete responses
Missing critical information delays cases by months.
Providers rarely respond with all the details requested in the LOA, requiring additional manual follow-ups.
Inaccurate checklists
Admin teams struggle with extracting information from provider responses quickly and accurately.
Human error leads to delays, slow down new business growth, and extend the time required to create suitability letters.
Compliance risks
Human error affects your company's risk scores negatively, damaging adviser risk scores and ratings from network compliance departments.
What's the solution?
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Gain Competitive Advantage by Leveraging AI
- eXcede LOA creates your LOA in seconds, via your phone, tablet, PC or Mac.
- Your client can view and sign this instantly via QR code or direct message.
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Automate LOA and Provider Chasing
- eXcede LOA integrates client data into your dashboard, submits completed LOAs to pension providers.
- The system follows up with providers automatically, reminding providers of their duties under FCA Principles 6 (Customers' interests) and 7 (Communications with clients).
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Live Document Analysis
- eXcede LOA scrapes data from provider responses
- The system automatically completes your firm or network compliance checklist, populating information and guaranteeing 100% accuracy and compliance.
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Real-Time Dashboards
- Get instant notifications as soon as you receive complete LOA responses
- Access real-time tracking and seamless collaboration.
- Keep your team updated on progress with a single click
Harness the Power of AI
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Create Client Profiles
Effortlessly manage and organise client information
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Automated Compliance Review
AI-driven document analysis ensures adherence to FCA and your networks regulations with 100% accuracy
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Generate Instant Executive Summaries
Instant insights on plan details, charges, and fund choices
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Customise Workflows And System Access
Tailor the system to your unique business needs
Transform Your Pension Advice Process
Increased Efficiency
eXcede LOA provides a detailed and precise LOA checklist in just seconds, simplifying the process and saving valuable hours—or even days.
Your administrators will be able to focus on other valuable tasks while spending significantly less time evaluating LOA responses.
Cut Costs
This solution will perform tasks at a fraction of the cost of an administrator and will be offered at a significantly lower price compared to products from other companies.
100% Accuracy
Remove human error from your process with AI-driven checks.
eXcede LOA empowers you to work smarter, not harder.
By automating time-consuming tasks and ensuring accuracy, you can dedicate more time to providing exceptional client service and growing your business.
Gain Early Access
Gain Competitive Advantage
Stay ahead by using AI for faster, compliant pension switching advice.
Shape the Product
Give feedback to influence future features.
Exclusive Benefits
Enjoy special pricing and priority support.
Revolutionise your pension advice process.
Register now and lead in financial technology innovation.
Register Your Interest Today
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