AdvisoryAI is an AI productivity co-pilot built specifically for UK financial advisers. It automates suitability reports, meeting notes, and compliance checking, helping advisory firms save time and improve accuracy.

How does AdvisoryAI help with suitability reports?

AdvisoryAI's Emma automates suitability report generation by integrating risk profiling, standardising compliance language, and producing complete reports in a fraction of the time. Firms like Bluecoat Wealth Management reduced report time from 6 hours to 1 hour.

What is Atlas by AdvisoryAI?

Atlas is AdvisoryAI's intelligent data layer that turns scattered client data into instant intelligence. Financial advisers can ask Atlas questions about their client data and get immediate, accurate answers.

Is AdvisoryAI compliant with UK financial regulations?

Yes. AdvisoryAI is built specifically for the UK financial advisory market. Its compliance checker helps advisers meet FCA regulatory requirements, and all generated documentation follows industry standards.

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Solution

Case studies

Pricing

Blog

Book a demo

Frontier AI for financial advisory firms: one platform for every role

AdvisoryAI streamlines meeting notes, suitability reports, compliance, and client management for every role in your financial advisory firm.

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Ask Atlas anything about your portfolio...

Recognized by renowned industry awards and outlets

Join 2,000+ advisers across 300+ UK firms who save up to 80% on admin

Case study

Connects with your back-office system

INTRODUCING Atlas

50+ AI capabilities carefully designed for every role in financial advisory firms.

Atlas is a single AI interface for your entire advice firm. Ask it to prep for tomorrow's client meetings, generate a batch of suitability reports, run a Consumer Duty file check with FCA handbook citations, surface ISA allowance gaps across your client book, or compare MPS options across 120+ DFMs.

Every role in your firm. One conversation. Plain English.

1M+

Data points connected.

209,000+

Reports generated.

50-80%

Savings on documentation time.

capabilities

AI designed for financial advisers, by financial advisers.

AI meeting note taker

Save 80% of your time taking notes. Unlock more advice.

Record your client meetings. Generate structured notes, action items, and a client follow-up email, in minutes. Not hours.

Connect with your CRM for pre-meeting prep

Record with Microsoft Teams, Zoom, and Google Meet

Mobile app recording available for in-person meetings

Captures, key points, soft, facts and nuances

Generates next steps, follow-up emails

Notes readily shared and available to the whole team

80%

From 1.5 hrs to less than an hour

“An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

Brooks Macdonald (formerly LIFT Financial Group)

AI report generator

Save up to 6 hours creating report. Focus on judgment.

Generate reports according to your firm's existing templates, not ours. Ready for your review before sending in minutes.

Suitability reports, annual reviews, fact-finds

Works from your firm's existing templates

70-80% reduction in report writing time

+70%

From 4-6 hrs to less than an 1 h

"Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

AI compliance checks

Streamline compliance. 95% accuracy. 100% control.

Check your output against your compliance framework. Not after it comes back marked up from your compliance team.

FCA Consumer Duty, COBS, and FCA Handbook standards

Pass, partial pass, or fail grading, with gaps and fixes

Catches issues before your compliance team

95%

95% accuracy on automated compliance checks. 100% control before sending to your clients.

See what Advisory AI looks like across a firm like yours.

Book a 30-minute demo. Bring your CRM, your templates, and your toughest documentation challenge. We'll show you what Atlas does with all three.

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What changes when your whole firm runs on Advisory AI

Meeting time

Before Advisory AI

After Advisory AI

Meeting admin

~4 hours of meeting prep and admin. That's 160 hrs /week in a 10 advisers firm.

Automated meeting prep and notes in 15 mins. That's 37 hrs /week of fresh advice time.

Support team

Handovers notes from advisers to paraplanners stretch from hours to days. Annual review season creates backlogs.

Shared notes across teams as soon as the meeting ends remove bottlenecks and handovers altogether.

Report quality

Documentation quality varies depending on adviser notes , creating compliance exposure.

Consistent, structured notes and reports across the whole team, every time.

benefits

Get your late nights back. Focus on advising.

Documentation time, cut by 50-80%

Our clients go from 1.5-hour meeting notes transcription to 15 minutes. From 4-6 hours to create a suitability report to under an hour

Unlock paraplanners hours on reviews, not extraction

Enjoy 10 LOA pack summaries in 1 hour instead of 3+, so your paraplanners reviews and approve more.

More clients without more hiring

When documentation takes 80% less time, the bottleneck moves. Advisers take on more clients. Paraplanners clear the backlog. Compliance gets checked before it becomes a file review problem. Remove admin, unlock capacity and more advice.

50-80% of documentation time redirected to client-facing work

Surfaces advice opportunities across 120+ DFMs and 2,700+ portolios

10x team productivity and service without adding extra headcount

why we're different

One platform. Your templates. Transparent pricing.

two men sitting at a table talking to each other

Summarizing data...

One conversation for every role in your firm

Atlas connects meetings notes, reports, compliance, research, and client management into one platform. No tool sprawl or complexity. Advisers, paraplanners, and operations teams all work under the same roof.

templates

Your templates, built for you

Our expert team works with you to build all your reports from your firm's own templates. If you have ever spent three days reformatting a report to fit a tool's rigid output, you know exactly why this matters.

Every price published, no surprises

Enjoy transparent pricing. Monthly billing with no annual lock-in. 30-days money back if you do not see 50% time savings in your first month.

Meeting Notes

Try it for free before you spend a penny

Enjoy 14-days free trial to experience AdvisoryAI's value. Record a real meeting. We generate a report from your templates. You see the output before investing.

case studies

What advisers say about AdvisoryAI

"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."

Louie Butlin,

LIFT Financial Group (now Brooks Macdonald)

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"We have at least halved the time it takes an adviser to produce post meeting notes. Support teams access detailed meeting notes within minutes of the meeting ending."

Baris Furlonger,

Bluecoat Wealth Management

-> Read case study

"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."

Sarah Watts,

Timothy James and Partners

-> Read case study

"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."

Sarah Watts,

Timothy James and Partners

-> Read case study

"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."

Sarah Watts,

Timothy James and Partners

-> Read case study

Join 2,000+ advisers across 300+ UK firms who save up to 80% on admin

Case study

See what Advisory AI looks like across a firm like yours.

Book a 30-minute demo. Bring your CRM, your templates, and your toughest documentation challenge. We'll show you what Atlas does with all three.

Book a demo

Get started for free

Built for all your firm's roles

Financial advisers

Get meeting notes and follow-up emails instantly. Ask Atlas opportunities for every clients. No manual CRM trawl. No post-meeting admin hour.

Learn more

Operations directors

Get overdue reviews by adviser, pipeline bottlenecks, capacity scores, Consumer Duty board reports with one Atlas query. No spreadsheet. No chasing advisers.

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Paraplanners

Generate suitability reports in batches from your firm's own templates. 10 LOA pack summaries in under an hour. 95% accuracy for compliance checks.

Learn more

HOW IT WORKS

From meeting to report in 4 steps

AI meeting note taker

Record your meeting

Connect your back-office and record client meetings via Teams or Zoom to capture nuances and soft facts. Then, get structured notes and follow-up emails in minutes.

AI suitability report

Generate your reports

Based on the meeting transcripts, generate a review-ready draft of your suitability reports built around your templates. Save 4-6 hours of admin work.

AI compliance checks

Check compliance before you submit

Check your report against FCA Consumer Duty requirements and your firm's compliance framework — 95% accuracy. Get specific fixes listed before sending.

Atlas

Ask anything about your customers, from one conversation

Ask Atlas to prep for tomorrow's meeting, surface ISA allowance gaps across your book, compare MPS options across 120+ DFMs, and much more.

FAQs