Check Advice Files Against Agreed Rules and Firm Standards.
Flag missing information, inconsistencies and agreed review points before a report reaches the client.
Put Good Client Outcomes First
Keep the client’s needs, understanding and ongoing support at the centre of the review. Use the checks to support your Consumer Duty process and identify where the evidence or explanation needs attention.
Agree the Checks Before the Workflow Starts
Define the applicable FCA Handbook requirements and internal standards that Weave will support. During early access, we confirm the available checks and where your compliance team needs to review the work.
Resolve the Gaps While the Context Is Fresh
Review the draft alongside the information behind it. Give advisers and compliance colleagues a clear starting point for resolving outstanding items before the report is issued.
Questions, Answered.
Does Weave check every FCA rule?
We do not claim comprehensive or continuous coverage of the FCA Handbook. The scope of available checks is confirmed with your firm during early access.
Do automated checks guarantee compliance?
No. Checks flag items for review. Your firm remains responsible for suitability, Consumer Duty and the advice and documents it issues.
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours