Ani Tech, an agentic AI platform for financial services, has launched Ani Pulse, a new AI-powered command centre designed specifically for financial advisors in the UK.
Ani Pulse acts as a living AI command centre that proactively manages the daily operations of financial advice firms. Instead of relying on static dashboards or manual task management, the system pushes prioritised actions, insights, and health checks directly to advisors and operational staff.
Each advisor begins the day with Ani Pulse identifying the five to ten most critical actions requiring human attention, while AI agents automate the remaining tasks.
Beyond individual advisors, Ani Pulse can be customised for firm leadership, providing real-time visibility into performance metrics across the organisation.
The platform moves beyond dashboards and chatbots, operating almost entirely autonomously through proactive action, recommended action, and prioritised focus. AI agents can chase emails, flag data quality issues, prepare meeting briefs, and highlight risks such as imminent SLA breaches without human prompting.
A core feature of Ani Pulse is its continuous firm health monitoring. Using a red, amber, and green vital signs system, the platform tracks pipeline health, advisor capacity, and data quality. Features such as Ani Stories provide daily summaries of team wins and emerging patterns, while Live Pulse shows real-time activity from both human users and AI agents working in the background.
Ani Pulse is the first vertical-specific release from Ani Tech, with dedicated versions for investment management and investment operations planned for future launch.
Ani Tech founder Samantha McBride said, “We built Ani Pulse because we saw that even the best AI agents were being bottlenecked by legacy human processes. So we flipped it. Now, AI runs the workflow and brings humans in for what humans do best.”
“This isn’t a dashboard. Dashboards are dead. Ani Pulse is constantly analysing, acting, and adapting. Every advisor who logs in sees a prioritised view of what actually matters, allowing them to stop ‘operating software’ and start focusing entirely on client relationships.”
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