Building for the
intelligent era
of advice
The advice profession is evolving.
As client expectations grow, compliance obligations increase, and technology rapidly advances, advisers need more than disconnected systems and incremental improvements. They need a smarter, more connected way to deliver advice and run their businesses.
That’s why Entireti Group, of which PFS is proudly a part, is building ERAi.
ERAi is a long-term technology initiative designed to help advisers spend less time navigating fragmented systems and administrative complexity, and more time focused on the human side of advice: building relationships, guiding decisions, and delivering meaningful outcomes for clients.
Currently in development and being rolled out progressively over time, ERAi represents a major investment in the future of advice.
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.
What ERAi aims to enable
As development continues, ERAi is intended to help enable:
- A more connected view of client information and interactions
- Faster access to insights and knowledge across adviser workflows
- Reduced administrative burden and duplication
- More secure and streamlined document collaboration
- Smarter use of AI to support decision-making and client service
- Greater consistency and efficiency across advice practice
Rather than adding another standalone platform, the vision for ERAi is to connect and enhance the tools advisers already rely on, creating a more seamless and scalable advice experience over time.
Designed with trust at the centre
ERAi is being developed with a strong focus on governance, security and adviser control, helping ensure client information is protected through secure integrations, permission-based access and carefully managed data environments.
By combining trusted knowledge sources, connected systems and intelligent technology within a governed ecosystem, ERAi aims to support advisers with more reliable, actionable and context-rich insights while maintaining confidence in the integrity and security of information.
A long-term investment in the future of advice
ERAi is not a single product or release. It is an evolving ecosystem that will continue to grow and expand over time.
The Entireti Group is investing in technology, partnerships, integrations and adviser collaboration to help shape a more modern advice experience that supports both practice growth and better client outcomes.
As new capabilities are released and more information becomes publicly available, this page will continue to evolve with updates, demonstrations, videos and insights from across the journey.
The future is human, powered
by smarter technology
At PFS, we believe the future of advice will belong to businesses that successfully combine trusted human expertise with intelligent technology.
ERAi is part of that future.
And we’re excited about what it will enable for advisers, practices and clients in the years ahead.
Stay informed
about ERAi
