Re:LoA Information

Manual Data Entry is Your Firm’s Greatest Liability. In the era of Consumer Duty, relying on manual transcription or "Ctrl+F" to process complex Letters of Authority (LOA) is no longer a viable workflow. A single decimal point error in a Transfer Value Analysis (TVA) or Policy Schedule can lead to unsuitable advice, significant regulatory exposure, and reputational damage. Reloa.ai is the first automation infrastructure built specifically for the audit requirements of UK Wealth Management. We do not ask your Paraplanners and Administrators to trust a "black box." Instead, we provide a forensic audit trail for every data point we extract. We transform the LOA process from a bottleneck of risk into a streamlined engine of verification. The Difference: Evidence-Based Automation Generic AI tools guess. Reloa proves. Our platform is engineered to handle the messy, scanned, and unstructured policy documents typical of UK providers (Aviva, Scottish Widows, Prudential, etc.) with a zero-trust approach: The Source-Link Engine: We don't just extract data; we verify it. Every figure pulled from a document is hyperlinked back to its original pixel location. If the data isn't explicitly in the document, we flag it—we never hallucinate it. Audit-Grade Accuracy: Designed to catch the nuances that manual reviews miss, ensuring your Client Files are regulator-ready from day one. Total Data Sovereignty: Your client data is processed exclusively on isolated UK servers, is GDPR compliant, and is never used to train public models. Who We Serve We partner with Operations Directors, Heads of Paraplanning, and Compliance Officers at forward-thinking advice firms who need to scale their Assets Under Management (AUM) without increasing their operational risk. Stop guessing. Start verifying. Test your own redacted documents instantly