AI Employees For Financial Advisers
Trusted by the leading Financial Advice firms in the UK







"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

Evie
Personal Assistant

Emma
For Paraplanners
Writes compliant suitability reports, annual review reports and helps with research

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?


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


LIFT-Financial Group doubles its clients with Meeting Notes automation


Finsource Partners saves 80% of their time reviewing LOA packs
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!
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.

Featured in





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.




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.
Frequently Asked Questions
-
Put simply, because you will be able to serve more clients without increasing headcount or killing work/life balance. We have compartmentalised an AI solution to offer Advisers the benefits of AI at their own pace. Advisers may focus on the consolidation of all client conversations with Evie. Paraplanners benefit from the creation of customised, compliant reports with Emma. The entire team are reassured of 100% compliance checking with Colin. We've already earned the trust of leading firms like Foster Denovo, LIFT Financial, TFP, Courtiers, and Radcliffe, plus many more.
-
AI does the heavy lifting, but you always review the final output. Think of it like a support staff member drafting a report for your approval. Only this employee only gets better and better as you train them.
-
Emma is specifically trained on FCA guidelines and Consumer Duty standards. We also collaborate with compliance firms like Threesixty and allow you to customise templates to match your firm's specific requirements.
-
Your data is stored in AWS S3, the same secure cloud infrastructure used by intelliflo and other major financial institutions. Comprehensive due diligence documents are available upon request.
-
Through advanced pattern recognition and training on your specific documents, the AI becomes progressively more bespoke to your firm's unique style and requirements.
-
Minor template tweaks are included. For major template overhauls, we'll discuss potential additional charges as your needs evolve.
-
We've built multiple safeguards:
- Snapshot and citation features
- Mandatory human review of final output
- Continuous training and refinement
These measures ensure high-quality results and minimise risk.