We want to help every financial advisory firm in the UK scale 5x

Built by financial advisors for financial advisors - AdvisoryAI automates reports so that advisory firms save admin costs, onboard more clients and focus on building interpersonal relationships

We want to help every financial advisory firm in the UK scale 5x

Built by financial advisors for financial advisors - AdvisoryAI automates reports so that advisory firms save admin costs, onboard more clients and focus on building interpersonal relationships

We want to help every financial advisory firm in the UK scale 5x

Built by financial advisors for financial advisors - AdvisoryAI automates reports so that advisory firms save admin costs, onboard more clients and focus on building interpersonal relationships

5 min

To build any document

To build any document

80%

Cost reduction

Cost reduction

100+

Advisors onboarded

Advisors onboarded

1

App to automate all admin tasks

App to automate all admin tasks

Our Story

Our Story

Having been a Paraplanner first and then a Financial Advisor, I always felt that there were many administrative challenges while doing my core task - advising clients! 50% of my time was spent on admin tasks - replying to clients, writing suitability letters creating meeting notes etc. I felt that I wasn’t giving my clients the time they deserved, as I onboarded more clients.

The process of hiring was difficult as finding Paraplanners was never easy. I thought that there must be a better solution out there that can help me spend less time on administrative work. To my surprise, there was nothing out there! 

Immediately, I devoted myself to building an AI-based technology that would enable advisors to scale in an efficient manner, without having to continuously hire more people and allow for the democratisation of financial advice in the country. According to the FCA, only 8% of the UK population have access to financial advice. Our mission is to 5X those numbers within the next 2 years! 

We built AdvisoryAI to automate writing of all administrative documents using AI - Meeting Notes, Suitability Letters, Annual Review Reports, Provider Information Summary, Pre-Meeting Prep notes and so much more!

- Alan Gurung, Co-founder & CEO

Used by 100+ financial advisors in the UK

Reports we automate

Annual Review Report

Suitability Letter

Meeting Notes

Provider Information Summary

Pre-Meeting Prep

Follow-up Email Summary

Add AdvisoryAI to your Paraplanning process and generate advisory reports almost instantly

AI productivity co-pilot for financial advisors

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© 2024 AdvisoryAI

AI productivity co-pilot for financial advisors

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© 2024 AdvisoryAI