Experience the Future of
Financial Planning
Experience the Future of
Financial Planning
Experience the Future of Financial Planning
Simplify meeting management & serve clients faster - boosting capacity
Simplify meeting management & serve clients faster -
boosting capacity
Simplify meeting management & serve clients faster - boosting capacity
Meeting Management
Compliance Admin
Task Management
CRM Integration
Paraplanner Admin
Meeting Management
Compliance Admin
Task Management
CRM Integration
Paraplanner Admin
Paraplanner Admin
Meeting Management
Compliance Admin
Task Management
CRM Integration
Paraplanner Admin
Meeting Management
Paraplanner Admin
Meeting Management
Compliance Admin
Task Management
CRM Integration
Paraplanner Admin
Meeting Management
From solo Advisors to National Firms,
Saturn helps transform Financial planning efficiency
From Solo advisors to National firms, Saturn helps transform financial planning efficiency
Effortless Meeting Management
Effortless Meeting Management
Effortless Meeting Management
Collect deep insights from conversations with ease
Collect deep insights from conversations with ease
Collect deep insights from conversations with ease
Automated Note Taking
Saturn's CoPlanner app captures meeting notes effortlessly, ensuring accuracy and saving time.
Automated Note Taking
Saturn's CoPlanner app captures meeting notes effortlessly, ensuring accuracy and saving time.
Automated Note Taking
Saturn's CoPlanner app captures meeting notes effortlessly, ensuring accuracy and saving time.
Client Vulnerability Detection
Client Vulnerability Detection
Client Vulnerability Detection
Identify client vulnerabilities to provide tailored advice
Identify client vulnerabilities to provide tailored advice
Identify client vulnerabilities to provide tailored advice
Risk Profiling
Risk Profiling
Risk Profiling
Accurately assess client risk profiles, enhancing your recommendations
Accurately assess client risk profiles, enhancing your recommendations
Accurately assess client risk profiles, enhancing your recommendations
Fact Finding
Fact Finding
Fact Finding
CoPlanner accurately captures fact find information and fills them into a form or your back office system
CoPlanner accurately captures fact find information and fills them into a form or your back office system
CoPlanner accurately captures fact find information and fills them into a form or your back office system
Jo Haigh
Financial Planner - Lyndhurst FM
Jo Haigh
Financial Planner - Lyndhurst FM
Customised CRM &
Tech Stack integration
Customised CRM &
Tech Stack integration
Customised CRM &
Tech Stack integration
Unify data to prevent double data entry,
ensuring seamless operations & supercharged efficiency
Unify data to prevent double data entry,
ensuring seamless operations & supercharged efficiency
Unify data to prevent double data entry, ensuring seamless operations & supercharged efficiency
Data Sync to CRM
Data Sync to CRM
Data Sync to CRM
Sync client data with your CRM, maintaining data integrity.
Sync client data with your CRM, maintaining data integrity.
Advice
Opportunities
Advice
Opportunities
Advice Opportunities
Identify opportunities to deliver greater client satisfaction whilst increasing revenue & referral rates
Identify opportunities to deliver greater client satisfaction whilst increasing revenue & referral rates
Seamless Task Management
Seamless Task Management
Seamless Task Management
Ensure advisers focus on clients needs, whilst CoPlanner identifies tasks that can be assigned across the team
Ensure advisers focus on clients needs, whilst CoPlanner identifies tasks that can be assigned across the team
Neil Rossiter
Independent Consultant
Neil Rossiter
Independent Consultant
Streamlined Compliance and Admin
Streamlined Compliance and Admin
Stay compliant effortlessly and focus on your clients
Stay compliant effortlessly and focus on your clients
Client Review Letters & Suitability Reports
Generate highly personalised and compliant annual reviews and suitablity report 5x faster
Training & Competency
Suitability Letter
Generate reports to demonstrate compliance with consumer protection
Training & Competency
Capture meeting notes automatically, ensuring accuracy and saving time.
Multiple Roles. One Platform.
Multiple Roles. One Platform.
Saturn is built for everyone, whether you are an Advisor, Paraplanner or Director, we got you covered
486,000+
minutes saved in total for our clients
As a compliance officer, Saturn has been a lifesaver!
The vulnerability detection and consumer duty reporting features have made my job much easier. Saturn has helped us maintain high standards of compliance and provide better service to our clients.
As a compliance officer, Saturn has been a lifesaver!
The vulnerability detection and consumer duty reporting features have made my job much easier. Saturn has helped us maintain high standards of compliance and provide better service to our clients.
Johnathan H.
Financial Advisor
Saturn has revolutionized the way I interact with clients.
The CoPlanner app makes it easy to take notes and manage tasks during meetings, and the compliance features ensure that I always stay compliant with regulations. I highly recommend Saturn to any financial planner.
Saturn has revolutionized the way I interact with clients.
The CoPlanner app makes it easy to take notes and manage tasks during meetings, and the compliance features ensure that I always stay compliant with regulations. I highly recommend Saturn to any financial planner.
Sophie L.
Paraplanner
Saturn has been a valuable asset to our team.
Saturn has simplified our administrative tasks and made our workflow more efficient. The dynamic intuitive onboarding forms have made client onboarding a breeze, and the file check feature ensures that our files are always compliant.
Saturn has been a valuable asset to our team.
Saturn has simplified our administrative tasks and made our workflow more efficient. The dynamic intuitive onboarding forms have made client onboarding a breeze, and the file check feature ensures that our files are always compliant.
Michael R.
Firm Director
FAQs
FAQs
FAQs
What is Saturn?
What is Saturn?
What is Saturn?
How can I get started with Saturn?
How can I get started with Saturn?
How can I get started with Saturn?
How does Saturn's CoPlanner app simplify meeting management?
How does Saturn's CoPlanner app simplify meeting management?
How does Saturn's CoPlanner app simplify meeting management?
Can Saturn integrate with my CRM?
Can Saturn integrate with my CRM?
Can Saturn integrate with my CRM?
How does Saturn help with compliance and admin tasks?
How does Saturn help with compliance and admin tasks?
How does Saturn help with compliance and admin tasks?
Is Saturn suitable for small and large firms?
Is Saturn suitable for small and large firms?
Is Saturn suitable for small and large firms?
Supercharge your Firm and spend more time with Clients
Book a Demo
Solutions
Company
© 2024 Saturn Fintech Ltd. All rights reserved.
Solutions
Company
© 2024 Saturn Fintech Ltd. All rights reserved.
Solutions
Company
© 2024 Saturn Fintech Ltd. All rights reserved.
Solutions
Company
© 2024 Saturn Fintech Ltd. All rights reserved.
Made with ❤️ at 8 Devonshire Sq. London
Solutions
Company
© 2024 Saturn Fintech Ltd. All rights reserved.
Made with ❤️ at 8 Devonshire Sq. London
Multiple Roles.
One Platform.
Saturn is built for everyone, whether you are an Advisor, Paraplanner or Director, we got you covered
486,000+
minutes saved in total
for our clients
As a compliance officer, Saturn has been a lifesaver!
The vulnerability detection and consumer duty reporting features have made my job much easier. Saturn has helped us maintain high standards of compliance and provide better service to our clients.
Johnathan H.
Financial Advisor
Saturn has revolutionized the way I interact with clients.
The CoPlanner app makes it easy to take notes and manage tasks during meetings, and the compliance features ensure that I always stay compliant with regulations. I highly recommend Saturn to any financial planner.
Sophie L.
Paraplanner
Saturn has been a valuable asset to our team.
Saturn has simplified our administrative tasks and made our workflow more efficient. The dynamic intuitive onboarding forms have made client onboarding a breeze, and the file check feature ensures that our files are always compliant.
Michael R.
Financial Advisor
Streamlined Compliance & Admin
Stay compliant effortlessly and focus on your clients
Suitability Letter
Generate reports to demonstrate compliance with consumer protection
Training & Competency
Capture meeting notes automatically, ensuring accuracy and saving time.