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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AI that gives advisers their late nights back

Automate meeting notes, suitability reports, and compliance checks. Save up to 80% admin.

AdvisoryAI streamlines meeting notes, suitability reports, compliance checks.

AdvisoryAI automates meeting notes, suitability reports, compliance checks, and client research.

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Recognised by renowned industry awards and outlets

✔ AI reports and compliance checker

✔ 14-days free trial included

✔ £50 Amazon for your time

Join 2,000+ advisers across 400+ UK firms

Connects with your systems

capabilities

AI designed for financial advisers,
by financial advisers.

AI meeting note taker

Save 80% of your time taking notes

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

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

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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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.

See how Brooks MacDonalds transformed their
client services with AdvisoryAI

See what AdvisoryAI looks like across a firm like yours.

✔ Reports from your templates ✔ 14-days free trial. No credit card. ✔ £50 Amazon 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

Get your late nights back. Focus on advising.

Admin 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 hours of data 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

"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 who save up to 80% on admin

Join 2,000+ advisers across 400+ UK firms