Blevins Franks partners with Palindrome to automate cross-border client advice

Palindrome has partnered with cross-border wealth manager Blevins Franks to support UK advisers with clients in Europe, the agentic AI specialist announced. Finextra reported the partnership. Palindrome's agentic AI will power Blevins Franks' European Client Solutions, serving some of the 1.3 million UK nationals who live in the EU.

How the Palindrome Partnership Works

UK-based advisers face challenges in considering local tax rules, succession laws and regulation affecting pensions, investments, estate planning and wealth transfer. Palindrome's technology will provide workflows to make advisers' jobs easier, including automatic record updates, writing core suitability letters and conducting complex compliance checks across multiple European regulatory environments. The company said this can help reduce the administrative burden and drive efficiencies, especially where a single case can have several tax regimes and sets of suitability rules in play at once.

Ed Beckett, Co-founder of Palindrome, said: "Blevins Franks was looking for a core AI partner that could put the data layer front and centre and connect into its existing back-office system at the deepest API level. Those core requirements are what brought them to Palindrome."

Alex Miller, Head of Projects at Blevins Franks, added: "We are interested in helping turn the potential of AI into something that can actually improve personal interactions and make us an even better place to work and do business with. If AI solutions can take repetitive administration, information gathering and processing away from advisers and support teams, those advisers can spend more time applying judgement and talking directly to clients."

Blevins Franks' European Advisory Record

According to akta.pro company records, Blevins Franks launched its European Emigration Advisory Service in 2022 to support UK nationals with post-Brexit visa and residency requirements across France, Spain, Portugal, Cyprus and Malta. The service produces visa and residency permit guides for UK nationals moving to those countries. The firm operates 20 offices across seven countries and employs close to 300 staff members. It was founded in September 1975 by David Franks as Blackstone Franks.

Addovation and Fairer Finance Partnerships

Addovation and Cobase partnered on October 12, 2026 to help IFS Cloud and NetSuite customers meet ISO 20022 structured address requirements, The Fintech Times reported. The joint offering targets banks enforcing new payment rules, with a 30-minute readiness assessment to identify gaps. Fairer Finance and Sideways announced a partnership on October 13, 2026 to help financial firms identify and fix trust issues before they become complaints or regulatory findings, Finextra reported. The partnership introduces a Michelin-star-style accreditation based on Consumer Duty and an AI-powered diagnostic tool that flags trust-eroding patterns.

Palindrome's FCA and Microsoft Programmes

Palindrome was chosen by the FCA as one of eight financial services businesses to make up the second cohort of its AI Live Testing programme. In January, the firm was selected to join the Microsoft and NVIDIA Agentic Launchpad programme, an initiative designed to accelerate the next wave of intelligent enterprise applications. In May, Palindrome announced a partnership with Foster Denovo, a wealth manager and employee benefits consultancy wanting to harness agentic AI in its business.