Features
Everything it takes to supervise and evidence advice.
Grouped by what they help you do: run reviews, produce evidence, and govern the AI now shaping advice.
Review & oversight
Route advice to the right reviewer and capture the full account, from how it was reached to how it was reviewed.
Reporting & evidence
Turn what happened into proof you can hand to the regulator.
AI governance
Keep the AI now shaping advice accountable.
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 planning tools like Dynamic Planner. Every recommendation is captured, reviewed, and evidenced automatically, with no change to how your advisers work.