AI Employees For Financial Advisers

AI Employees For Financial Advisers

AI Employees For Financial Advisers

Grow your advice firm, without hiring.

Grow your advice firm, without hiring.

Full access for 30 days

Full access for 30 days

No card needed

No card needed

Custom template

Custom template

Meet our AI Employees

Meet our AI Employees

Meet our AI Employees

Evie

AI employee for advisers

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

Evie

AI employee for advisers

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

Evie

AI employee for advisers

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

Emma

AI employee for paraplanners

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

Emma

AI employee for paraplanners

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

Emma

AI employee for paraplanners

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

Colin

AI employee for compliance

Automates compliance by checking reports, documents and suggesting actionable improvements

Colin

AI employee for compliance

Automates compliance by checking reports, documents and suggesting actionable improvements

Colin

AI employee for compliance

Automates compliance by checking reports, documents and suggesting actionable improvements

Success Stories

Success Stories

Success Stories

What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles, investment recommendations, and client-specific financial planning elements.

Baris Furlonger

Bluecoat Wealth Management Ltd

Chartered Financial Planner

AdvisoryAI is making our business very efficient by cutting down time spent typing up meeting notes and writing suitability letters in a format that works for us!

Jo Smith

Beach IFA

Chartered Financial Planner

Using the LOA pack summary template, it took me less than an hour for 10 reports. It’s an invaluable tool that all paraplanners and admin alike would really benefit from.

Jolene Glennon

Finsource Partners Ltd

Director

We have at least halved the time it takes an adviser to produce post meeting notes and follow up communications, which used to take an hour and now they take 30 mins maximum. Even less for ‘no change’ reviews.

Sarah Watts

Timothy James & Partners Ltd

Head of Advice Delivery

What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles, investment recommendations, and client-specific financial planning elements.

Baris Furlonger

Bluecoat Wealth Management Ltd

Chartered Financial Planner

AdvisoryAI is making our business very efficient by cutting down time spent typing up meeting notes and writing suitability letters in a format that works for us!

Jo Smith

Beach IFA

Chartered Financial Planner

Using the LOA pack summary template, it took me less than an hour for 10 reports. It’s an invaluable tool that all paraplanners and admin alike would really benefit from.

Jolene Glennon

Finsource Partners Ltd

Director

We have at least halved the time it takes an adviser to produce post meeting notes and follow up communications, which used to take an hour and now they take 30 mins maximum. Even less for ‘no change’ reviews.

Sarah Watts

Timothy James & Partners Ltd

Head of Advice Delivery

What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles, investment recommendations, and client-specific financial planning elements.

Baris Furlonger

Bluecoat Wealth Management Ltd

Chartered Financial Planner

AdvisoryAI is making our business very efficient by cutting down time spent typing up meeting notes and writing suitability letters in a format that works for us!

Jo Smith

Beach IFA

Chartered Financial Planner

Using the LOA pack summary template, it took me less than an hour for 10 reports. It’s an invaluable tool that all paraplanners and admin alike would really benefit from.

Jolene Glennon

Finsource Partners Ltd

Director

We have at least halved the time it takes an adviser to produce post meeting notes and follow up communications, which used to take an hour and now they take 30 mins maximum. Even less for ‘no change’ reviews.

Sarah Watts

Timothy James & Partners Ltd

Head of Advice Delivery

Your data is in safe hands

Your data is in safe hands

Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.

Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.

AdvisoryAI won '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. 

Double your clients by saving at least 50% of your time on admin

By using AdvisoryAI, 1 Paraplanner can do the work of 10

By using AdvisoryAI, 1 Paraplanner can do the work of 10

By using AdvisoryAI, 1 Paraplanner can do the work of 10

AI financial adviser software that makes you 10x more efficient

AI financial adviser software that makes you 10x more efficient

AI financial adviser software that makes you 10x more efficient

Reports written in your unique style

Reports written in your unique style

Reports written in your 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

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

Set up your own custom templates

Set up your own custom templates

Generate reports in your own firm's custom designed templates as our AI employees fit directly into your existing workflows. Train Emma to improve your reports over time.

Generate reports in your own firm's custom designed templates as our AI employees fit directly into your existing workflows. Train Emma to improve your reports over time.

Multi-format support

Multi-format support

Upload files in any format on this financial adviser software. The platform supports uploads of pdf, word, mp3, mp4, connects so much more!

Upload files in any format on this financial adviser software. The platform supports uploads of pdf, word, mp3, mp4, connects so much more!

Your personalised savings calculator

Your personalised savings calculator

Your personalised savings calculator

Success stories

Success stories

FAQ

FAQ

FAQ

Why should we choose AdvisoryAI?

Why should we choose AdvisoryAI?

Why should we choose AdvisoryAI?

Is AI always 100% accurate?

Is AI always 100% accurate?

Is AI always 100% accurate?

How do you ensure compliance with FCA guidelines?

How do you ensure compliance with FCA guidelines?

How do you ensure compliance with FCA guidelines?

What safeguards protect our data?

What safeguards protect our data?

What safeguards protect our data?

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

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

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

What if our report templates change in the future?

What if our report templates change in the future?

What if our report templates change in the future?

What about potential AI hallucinations or inaccuracies?

What about potential AI hallucinations or inaccuracies?

What about potential AI hallucinations or inaccuracies?

Same day onboarding to get started immediately

Success stories