Saturn

Saturn is AI software for financial advice firms that captures client data from meetings and documents and automates the administrative work that follows. It records and structures client meetings, turns unstructured notes and documents into usable data, and drafts the paperwork advisers otherwise write by hand, including suitability letters and annual review documents. It is built for financial planning and wealth advisory practices, from small firms to established networks, that want to cut post meeting administration and improve the quality of data in their back office. Saturn's modules cover data capture, workflow automation for routine tasks, and the Guardian compliance suite, which automates file checks and meeting observations so firms can evidence regulatory adherence across client interactions. Two way integrations connect it to back office, cashflow, portfolio, document management and advice platforms so captured data flows into existing systems rather than another silo. The company describes its models as collaborative, industry specific AI trained for advice work. Pricing is not published. There is no pricing page on the site; firms book a discovery call and receive a quote. Saturn is a specialist product for the regulated advice market rather than a general meeting assistant, so its value depends on the firm's existing back office and advice platforms being among those it integrates with.