Features

Everything it takes to supervise and evidence advice.

Bedrock is one platform made of the capabilities a modern advice firm needs: review and oversight, reporting and evidence, and governance for the AI now shaping advice.

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Review & oversight

Route advice to the right reviewer and capture the whole review.

Checklists

Structured checklists make sure every case is reviewed against the same suitability and Consumer Duty criteria, every time.

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Review SLAs

Turnaround targets on every review, with alerts before anything breaches, so oversight keeps pace with the advice.

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Vulnerable customers

Flag and route cases involving vulnerable customers for closer review, and evidence the extra care you took.

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Reporting & evidence

Turn what happened into proof you can hand to the regulator.

Explainability

A clear, on-the-record explanation of why each recommendation was made, and what informed it.

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Impact assessments

Structured assessments of the AI and processes you use to produce advice, so risk is understood and documented up front.

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Certificates

A verifiable certificate for any record, that a client, an auditor or the FCA can confirm independently.

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AI governance

Keep the AI now shaping advice accountable.

Model registry

A record of every AI model in use, its version, and where it touches advice, so nothing runs unaccounted for.

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Bias monitoring

Ongoing checks that AI-assisted advice is not treating similar customers differently for the wrong reasons.

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Drift detection

Detect when an AI model’s behaviour shifts over time, so quality does not quietly degrade.

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Incident reporting

Log, manage and evidence advice incidents, so a problem is handled and documented rather than buried.

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Works with the tools you already use.

Bedrock connects to the platforms your firm relies on, from back-office systems like Intelliflo and Iress XPLAN to document signing with DocuSign and Adobe Acrobat Sign. Advice is captured automatically, with no change to how your advisers work.

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See the whole platform at work.

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