The data and AI first operating model for financial advice firms
Automate data collection, reporting and more with one solution.
Make your advice firm more
Afternoon uses AI to automate the endless admin of financial advice.
Automate data
Advise with complete and accurate data.
Automate meetings
Save time planning and summarising meetings.
Automate reports
Generate reports in seconds.
Find answers fast with Siesta AI
Siesta AI analyses client data points, providing answers and reports on whatever you need to know.
Pay a flat fee per client
With Afternoon, you only pay for what you need. Start for free, then pay £5 per client, per month.
1 month trial
Free
Start using the product and pay when you have fully tried it out.
Start free trial£5.00 /month
You only pay for clients who are actively advised through the platform, no upfront fees or hidden costs.
Talk with us
Smarter AI starts with complete data
Why Afternoon?
FAQ
How secure is my client's data with Afternoon?
Data on our platform is encrypted, both at rest and in transit, ringfenced and secure for you and your clients on AWS infrastructure.
Our policies align with industry-leading certifications such as ISO 27701 and ISO/IEC 42001, ensuring high standards of security, privacy, and ethical AI use.
We’re ICO registered and comply with UK GDPR. We’ve appropriate insurance cover in place, proactive monitoring and a 99.9% uptime target, prioritising reliability and resilience.
How does Afternoon work with my firm’s other systems?
There’s no need for complex integrations – you can start using Afternoon in seconds. All we need is your branding and your investment platform providers. Afternoon is built to slot easily into the way you already work.
How can I make sure reports generated by Afternoon are accurate?
We use your tried and trusted templates. These are populated by our AI showing clearly what’s standard wording and what’s been generated by us for you to easily review and edit if needed.
Can I have multiple logins for my team?
Yes, absolutely. Multiple team members can sign into your firm’s Afternoon portal, and for no extra cost. You only pay per client.
Is Afternoon compliant with ISO 27001?
Yes, Afternoon is aligned with ISO 27001.
Is Afternoon GDPR compliant?
Yes, Afternoon is aligned with UK GDPR.
Where is Afternoon based?
Afternoon is a UK-based company with a registered office in Glasgow, Scotland.
Who is Afternoon for?
Afternoon is the data and AI first operating model for financial advice firms and wealth management firms of all sizes. It’s designed to help multiple roles within those teams, including financial advisers, paraplanners and administrators.
How can I start my 1 month free trial?
Click on this link and we can get you up and running on the same day.
Why is Afternoon pay-per-client?
We’ve made Afternoon pay-per-client because we think it’s fairer. You only pay for clients who are actively advised through the platform – no upfront fees or hidden costs. It also keeps us aligned with your success. As your firm grows, we grow too. It’s a win-win.
Is there a discount available for larger clients?
Yes, please speak to us about this, contact us here.
Who’s behind Afternoon?
Afternoon is built by a team of finance and technology experts. Connect with us on LinkedIn.
Does Afternoon train its’ AI on my data?
We started Afternoon to build a new foundation for financial advice
We were a small team who’d spent years in finance and adviser tech.
We saw how much time advisers lost to admin, so we rebuilt the foundations of advice – connecting systems, clearing the noise, and giving people more time to do meaningful work.
