Built to support advisers, not replace them
We believe technology should enhance human connection, not replace it.
ERAi is being developed to support advisers with connected data, intelligent workflows, secure document management, and AI-powered capabilities that simplify how information is accessed, understood and actioned across the advice process, all within a secure and governed environment designed for the realities of professional advice.
The vision is to create a more connected ecosystem that reduces duplication, surfaces insights faster, and enables advisers to operate with greater confidence and efficiency. Security, privacy and adviser control are foundational to the approach. ERAi is being designed with strong governance, permission-based access, secure data handling and trusted integrations to help ensure client information remains
protected at every stage. Importantly, ERAi is being developed with advisers, for advisers. Its rollout is being approached carefully and progressively to minimise disruption and ensure it genuinely improves the way practices operate.