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.

Solution

Product

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Solution

Product

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Serve twice the clients. Give each of them better advice.

AdvisoryAI amplifies every role and workflow in your firm: meeting notes, reports from your templates, compliance checks. Client capacity doubles.

AdvisoryAI amplifies every role and workflow in your firm: meeting notes, reports from your templates, compliance checks.

AdvisoryAI amplifies every role and workflow in your firm: meeting notes, reports from your templates, compliance checks. Client capacity doubles.

Book a demo

Ask Atlas anything about your portfolio...

Join 2,000+ advisers across 400+ UK firms

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Connect with all your systems

What changes when your whole
firm runs on AdvisoryAI

Meeting time

Before AdvisoryAI

After AdvisoryAI

Client capacity

Admin caps how many clients each adviser can serve.

Advisers serve up to 2x the clients, with more time in front of each one.

Support team

Handover notes from advisers to paraplanners create backlogs.

Same headcount, more results: one shared record, 3x the reports out the door.

Advice quality

Admin squeezes the time advisers spend with each client.

More time per client: higher quality advice and stronger retention.

capabilities

Everything your firm needs to serve more clients

AI research & workflows

Answer all your portfolio questions

Atlas is a single AI you talk to in plain English. No commands to learn.

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Ask Atlas questions in plain English

Extract client lists and generate tailored insights

Built-in anti-hallucination guardrails

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”

Louie Butlin, Brooks Macdonald

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AI report generator

Your templates, built for you

AdvisoryAI's team builds templates from your firm's documents. Reports generated in an hour, ready to review.

Suitability reports, annual reviews, fact-finds

Works from your firm's existing templates

3x more reports per adviser

Time unlocked for advice.

"From 4-6 hours to under 1 hour per report."

Baris Furlonger, Bluecoat

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AI meeting note taker

Notes that capture the soft facts

Record your client meetings. Get notes that capture the soft facts, plus action items and a follow-up email.

Connects with Intelliflo, XPlan, Plannr, and Curo

Records with Microsoft Teams, Zoom, and Google Meet

Mobile app recording for in-person meetings

100h

Saved per adviser, per year. “It picks up things like humour and sarcasm. More details than I would ever be able to produce.”

Brooks Macdonald

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AI compliance checks

Compliance you can run a board report on

Check every report against your compliance framework before it leaves the desk.

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.

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See how Brooks MacDonald transformed their
client services with AdvisoryAI

See what AdvisoryAI looks like across a firm like yours.

✔ Reports from your templates ✔ 14-day free trial. No credit card. ✔ £50 Amazon voucher for your time

✔ Reports from your templates

✔ 14-days free trial. No credit card.

✔ £50 Amazon for your time

✔ Reports from your templates ✔ 14-days free trial ✔ £50 Amazon for your time

Book a demo

See pricing

benefits

More clients, better advice, more revenue for your firm

Admin time, cut by up to 80%

Meeting notes from 1.5 hours to 15 minutes. Suitability reports from 4-6 hours to under 1. 10 LOA pack summaries in an hour instead of 3.

Opportunities, surfaced for you

AdvisoryAI watches your client book and flags what needs attention: unused ISA allowances, pension carry-forward windows, protection gaps.

Double served clients per adviser

Firms on AdvisoryAI doubled client capacity per adviser within a year. One adviser onboarded 19 new clients, their most ever.

2x client capacity per adviser within a year

3x more suitability reports produced per adviser

19 new clients onboarded by one adviser after switching

case studies

What firms say about AdvisoryAI

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

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"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

Join 2,000+ advisers across 400+ UK firms. Number 1 most-used adviser AI on FTAdviser.

Join 2,000+ advisers across 400+ UK firms