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

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Frontier AI for financial advisory firms

AdvisoryAI streamlines meeting notes, suitability reports, compliance checks. Save up to 80% admin time, and unlock more, higher quality advice for your clients.

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Ask Atlas anything about your portfolio...

Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin

Case study

Connects with your back-office system

INTRODUCING Atlas

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

209,000+

Reports generated.

1,800+

Advisers saving time with AdvisoryAI

Hours per week per adviser saved on admin

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.

Connects with Intelliflo, XPlan, Plannr, and Curo

Records with Microsoft Teams, Zoom, and Google Meet

Mobile app recording for in-person meetings

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

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

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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.

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See what AdvisoryAI looks like across a firm like yours.

Bring your back-office system and templates. We'll show you the power of our AI.

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What changes when your whole firm runs on AdvisoryAI

Meeting time

Before AdvisoryAI

After AdvisoryAI

Meeting admin

~4h of meeting prep and admin. 160h per week with 10 advisers.

Cut meeting prep down to 15 mins, saving 37h/week of advice time.

Support team

Handovers notes from advisers to paraplanners create backlogs.

Shared notes across teams remove handovers altogether.

Report quality

Documentation inconsistencies create compliance exposure.

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

benefits

Get your late nights back. Focus on advising.

Documentation time, cut by 50-80%

Go from 1.5h meeting notes transcription to 15mins. From 4-6h to create a suitability report to under 1 hour.

Save paraplanners hours on 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%, you remove admin, unlock capacity and serve more client, better.

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

Surfaces advice opportunities across all your portolio

10x team productivity and service without adding extra headcount

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,

Books Macdonald

Read case study

"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,

Books Macdonald

Read case study

"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,

Books Macdonald

Read case study

Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin

Case study

See what AdvisoryAI looks like across a firm like yours.

Bring your templates, and your challenges. We'll show you what Atlas does with all three.

Book a demo

Built for all your firm's roles

Financial advisers

Get meeting notes and follow-up emails instantly. No manual tool trawl. No post-meeting admin hour.

Learn more

Operations directors

Get overdue reviews by adviser, bottlenecks, capacity scores, with one query. No chasing advisers.

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Paraplanners

Generate 10 LOA pack summaries in under an hour. 95% accuracy for compliance checks.

Learn more

Paraplanners

Generate 10 LOA pack summaries in under an hour. 95% accuracy for compliance checks.

Learn more

FAQs

Have a question?
We're happy to chat

How much does Advisory AI cost?

Does it work with Intelliflo?

Is my client data safe?

Will it produce consistent reports every time?

How do I calculate the ROI?

What's the proof of Atlas' capabilities?

Do I have to use your report templates?

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Monthly billing. Money-back guarantee. No lock-in.

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Your data. Your templates. Your meeting. You decide.

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AI productivity co-pilot for financial advisers

Product

Company

Legal

Frontier AI for financial advisory firms

Frontier AI for financial advisory firms

Connects with your back-office system

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

AI designed for financial advisers, by financial advisers.

See what AdvisoryAI looks like across a firm like yours.

See what AdvisoryAI looks like across a firm like yours.

What changes when your whole firm runs on AdvisoryAI

Get your late nights back. Focus on advising.

Documentation time, cut by 50-80%

Save paraplanners hours on extraction

More clients without more hiring

What advisers say about AdvisoryAI

See what AdvisoryAI looks like across a firm like yours.

See what AdvisoryAI looks like across a firm like yours.

Built for all your firm's roles

Have a question? We're happy to chat

Have a question? We're happy to chat

As featured in

Have a question?
We're happy to chat

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We're happy to chat