CoPlanner by Saturn

CoPlanner for Word helps financial advisers and paraplanners draft, review, refine and manage client documents without switching between tools. It works inside Word, alongside your existing formatting, structure, numbering and document styles.

Built for regulated financial advice, CoPlanner uses client, case and document context together with assistance informed by FCA Handbook guidance and advice best practice. This helps teams produce more accurate, consistent and compliance-ready outputs.

Use CoPlanner for Word to write suitability reports, refine recommendation letters, review meeting notes, improve existing documents and prepare client-ready advice content.

CoPlanner can help you:

Draft and rewrite content in your preferred tone and structure

Edit and improve existing Word documents

Use context from clients, cases and historical records

Reference uploaded files and SharePoint attachments

Support drafting and review informed by FCA Handbook guidance

Preserve document formatting, structure, numbering and styles

Designed for advice firms, CoPlanner combines AI assistance with the context, controls and workflow support professionals need to produce high-quality client documents efficiently.

Availability: CoPlanner for Word is available for Saturn customers.