Twenty7tec Launches AI-Ready Steppl Client Platform

Twenty7tec has introduced Steppl as financial advisers seek to move more of the client relationship online without adding administrative complexity. The platform is designed as a single digital entry point through which clients can manage interactions with their advisers. Its AI-ready architecture is intended to streamline the advice journey, reduce repetitive manual work and allow advisers to spend more time on client service rather than routine follow-ups.

The financial technology provider said Steppl will consolidate digital engagement and simplify communication between clients and advisers. The available reports did not disclose a launch date, pricing, initial customers or quantified efficiency gains. They also did not specify which AI capabilities are active at launch, making the pace of deployment and the extent to which automation reduces advisers’ workloads key measures of the platform’s impact.