Why should we choose AdvisoryAI?

Put simply, because you will be able to serve more clients without increasing headcount or killing work/life balance. We have compartmentalised an AI solution to offer Advisers the benefits of AI at their own pace. Advisers may focus on the consolidation of all client conversations with Evie. Paraplanners benefit from the creation of customised, compliant reports with Emma. The entire team are reassured of 100% compliance checking with Colin. We've already earned the trust of leading firms like Foster Denovo, LIFT Financial, TFP, Courtiers, and Radcliffe, plus many more.

Is AI always 100% accurate?

AI does the heavy lifting, but you always review the final output. Think of it like a support staff member drafting a report for your approval. Only this employee only gets better and better as you train them.

How do you ensure compliance with FCA guidelines?

Emma is specifically trained on FCA guidelines and Consumer Duty standards. We also collaborate with compliance firms like Threesixty and allow you to customise templates to match your firm's specific requirements.

What safeguards protect our data?

Your data is stored in AWS S3, the same secure cloud infrastructure used by intelliflo and other major financial institutions. Comprehensive due diligence documents are available upon request.

How does the AI adapt to our firm’s style?

Through advanced pattern recognition and training on your specific documents, the AI becomes progressively more bespoke to your firm's unique style and requirements.

What if our report templates change in the future?

Minor template tweaks are included. For major template overhauls, we'll discuss potential additional charges as your needs evolve.

What about potential AI hallucinations or inaccuracies?

We've built multiple safeguards: Snapshot and citation features Mandatory human review of final output Continuous training and refinement These measures ensure high-quality results and minimise risk.

AI Employees For Financial Advisers

Built to help you scale. AdvisoryAI is the best AI software for financial planning in the UK and can help grow your advice firm, without hiring.

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Trusted by the leading Financial Advice firms in the UK

Hire our AI employees for your team

Gen-4 Turbo Professional woman in a navy blazer blinking slowly, slight head tilt, natural idle motion Clean white background No talking or lip sync 3455874328 400p

Evie

Personal Assistant

Handles all post meeting actions - meeting notes, email summaries, action items and admin tasks

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Emma

For Paraplanners

Writes compliant suitability reports, annual review reports and helps with research

Tell me more about Emma

Gen-4 Turbo Professional man blinking, and smiling, slight head tilt to the left, natural idle motion Clean white background No talking or lip sync 400p

Colin

Compliance Checker

Automates compliance by checking reports, documents and suggesting actionable improvements

Tell me more about Colin

What happens when AI joins your team?

Bluecoat Wealth reduces VCT Suitability Report time from 6 hrs to 1 with Emma from AdvisoryAI

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LIFT-Financial Group doubles its clients with Meeting Notes automation

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Finsource Partners saves 80% of their time reviewing LOA packs

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Reports written in your company's own unique style

AdvisoryAI analyses the data, transforms unstructured information into the structured format you need and finally automates the entire report writing process by emulating your communication style.

Leading Mindsets in Financial Advice

The 'Leading Mindsets in Financial Advice' community highlights adviser firms and individuals embracing technology to offer a higher standard of client service and, ultimately, create more time for advice by closing the advice gap.

Discover Leading Mindsets

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AdvisoryAI: 'Best in Show' at EATT2025

This is the second year running that we have been awarded as the 'Best in Show' after winning the same award at the Empowering Advice Through Technology (EATT) event in 2024 as well.

Our AI Assistants Emma and Evie stole the show by showcasing ease of admin through workflow automation.

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*This video includes copyrighted report template content created by Genovo, which has been used with permission granted solely for the purposes of this event.

Frequently Asked Questions

: Put simply, because you will be able to serve more clients without increasing headcount or killing work/life balance. We have compartmentalised an AI solution to offer Advisers the benefits of AI at their own pace. Advisers may focus on the consolidation of all client conversations with Evie. Paraplanners benefit from the creation of customised, compliant reports with Emma. The entire team are reassured of 100% compliance checking with Colin. We've already earned the trust of leading firms like Foster Denovo, LIFT Financial, TFP, Courtiers, and Radcliffe, plus many more.
: AI does the heavy lifting, but you always review the final output. Think of it like a support staff member drafting a report for your approval. Only this employee only gets better and better as you train them.
: Emma is specifically trained on FCA guidelines and Consumer Duty standards. We also collaborate with compliance firms like Threesixty and allow you to customise templates to match your firm's specific requirements.
: Your data is stored in AWS S3, the same secure cloud infrastructure used by intelliflo and other major financial institutions. Comprehensive due diligence documents are available upon request.
: Through advanced pattern recognition and training on your specific documents, the AI becomes progressively more bespoke to your firm's unique style and requirements.
: Minor template tweaks are included. For major template overhauls, we'll discuss potential additional charges as your needs evolve.
: We've built multiple safeguards:

Snapshot and citation features

Mandatory human review of final output

Continuous training and refinement

These measures ensure high-quality results and minimise risk.

AI Employees For Financial Advisers

Trusted by the leading Financial Advice firms in the UK

Hire our AI employees for your team

Evie

Emma

Colin

Increase capacity and quality standards to deliver best-in-class advice

What happens when AI joins your team?

Reports written in your company's own unique style

Multi-format support

Leading Mindsets in Financial Advice

Featured in

Your data is in safe hands

AdvisoryAI: 'Best in Show' at EATT2025

Frequently Asked Questions