The Irish Adviser Toolkit
Free AI tools for Irish financial advisers, for each part of the working day. In the tools you already use: ChatGPT, Copilot in Word, Claude.
5 parts of the day · 2 tools out so far
Sign up once, use every tool
Free. Reading is open to everyone; one sign-up opens the prompts, links and templates in every tool, now and as new ones are added.
Before the meeting
Walk in knowing the client: what they said last time and what's outstanding.
The first tool for this part of the day is on its way. It will appear here when it's out.
The meeting and after
From rough notes to a file note, the client email and what's still missing.
- FreeFile Note PackA free pack for Irish advisers: turn meeting notes into a draft file note, a client email and a list of gaps.Open the tool Out 29 October 2026
- FreeThe Car Park NoteA free tool that turns a sixty second voice note into a draft file note, with questions asked while the meeting is fresh.Open the tool Out 4 November 2026
Building the advice
Check the fact-find before the recommendation. It flags; it never decides.
The first tool for this part of the day is on its way. It will appear here when it's out.
Running the practice
Map how the work moves through your firm, from first call to file closed.
The first tool for this part of the day is on its way. It will appear here when it's out.
Safe AI
A one-page AI policy, the words to tell clients, and what never goes into a chatbot.
The first tool for this part of the day is on its way. It will appear here when it's out.