Open the source behind the answer
Retrieve available policy wording, fund information and lender criteria, then check the document version and relevance to the client.
Keep the evidence close to the advice
Stop doing the research by hand.
Spend less time assembling research and more time assessing it. Choose a saved Quotemonster quote and Ledger Black builds a combined research PDF from the available premium comparison, pricing and QPR ratings, then saves it with the advice process. AI research tools help retrieve and analyse source material. Review the findings and carry the evidence into your recommendation.
A saved quote. One research pack.
Less collecting.
More comparing.
Example client: Alex Morgan
- Premium comparison
- Comparison chart
- Pricing and QPR research
- Available reports assembled
- Combined PDF
- Saved with the advice process
- Adviser review
- Check included sections and suitability
Identify matters for review
Use preflight, numerical and source checks alongside AI review to surface potential gaps and inconsistencies in advice documents.
Organise the oversight work
Keep file reviews, CPD, complaints and incident registers visible with the people responsible for the next action.
Inside the workflow
Less between you
and the work that matters.
Build the research pack without merging the PDFs yourself
Select a saved quote through your authorised Quotemonster connection. Ledger Black assembles the available premium comparison, pricing report and QPR research into one PDF, saves it in the file vault and links it to the advice process. The workflow reports which sections were included. Check the report for omissions and relevance before using it. This is an adviser initiated workflow, not automatic market quoting after a meeting or at renewal.
Research with the original wording available
Use the knowledge library and dedicated research tools to find material relevant to the engagement. Aria can locate policy documents for you to open and read; dedicated tools support research and an authorised Quotemonster connection supports quoting. Check provider, product, policy era and effective dates. Missing or conflicting evidence needs further investigation before it supports a recommendation.
Turn findings into accountable review work
Advice document checks combine structured validation with AI analysis. Findings help direct attention to missing information, inconsistent figures or reasoning that needs a closer look. Your reviewers assess the evidence and decide what to resolve. QA, CPD, complaints and incident registers sit alongside this work, supporting oversight without replacing your FAP’s policies or obligations.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Does this replace compliance oversight or approval?
No. The platform supports review and evidence gathering. Your FAP remains responsible for its obligations, supervision, decisions and approvals. A person must check AI findings, and a completed platform check does not guarantee compliance or an audit outcome.
Is quoting automatic at renewal?
No. Renewal alerts identify clients for attention. You decide whether a fresh comparison is warranted and initiate it. Quotemonster requires company setup, supported provider access and adviser authorisation.
Will Aria compare insurance products and tell us which is best?
Aria locates and surfaces policy wording for you to read. Dedicated research tools can support analysis, but interpretation, comparison and the suitability of a recommendation remain your responsibility.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works