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.

Trusted by the leading Financial Advice firms in the UK

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"Put simply, AdvisoryAI has been a game changer. What we deliver is faster, compliant and more personalised. This gives advisers a level of reassurance that inspires trust."

Sarah Watts, Head of Advice Delivery, Timothy James & Partners

Hire our AI employees for your team

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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

 

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Colin

Compliance Checker

Automates compliance by checking reports, documents and suggesting actionable improvements

 

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

What happens when AI joins your team?

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bluecoat

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

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Lift

LIFT-Financial Group doubles its clients with Meeting Notes automation

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Finsource Partners saves 80% of their time reviewing LOA packs

reports

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.

Multi-format support

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

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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.

LeadingMindsets

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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.

EATT

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. 

*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