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Afternoon
AdvisoryAI
Best for
Siesta AI answers questions across client data. Unclear how to import data into Afternoon.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Meeting recording, transcription, and structured notes linked to the client record.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Reports populated into the firm's own templates, with generated wording marked for review.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Not mentioned. No firm-level file checking or Consumer Duty reporting surfaced.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Meeting planning time savings claimed. No prep-pack capability mentioned.
AI builds a prep pack from your back-office data and previous transcripts.
No back-office integrations mentioned. Setup asks only for branding and platform providers.
Intelliflo, Plannr, Curo, XPlan available.
Meeting recording confirmed. Zoom, Teams, and Google Meet coverage not mentioned.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
UK GDPR compliant and ICO registered.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
Aligned with ISO 27001, 27701, and 42001. Certification not claimed. AWS hosting.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
£5 per family per month. Pay only for actively advised families. Free multi-user logins.
Per module, per user.
Public pricing. £5 per family per month, discounts for larger firms on request.
Meeting notes £99, suitability £299, compliance £99.
Monthly, no upfront fees. One-month free trial.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Reports generated from the firm's own existing templates.
AdvisoryAI expert team rebuilds your existing templates for you.
Not mentioned.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Same-day setup claimed. Needs only your branding and investment platform providers.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Afternoon? Here's how.
Migration support included:
Afternoon data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your templates inside AdvisoryAI and connect all four back-office systems, the integrations Afternoon does not yet offer.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over Afternoon?
How does migration from Afternoon work?
Afternoon costs £5 per family per month. Why pay more for AdvisoryAI?
Can we run both AdvisoryAI and Afternoon during transition?
What happens to our Afternoon data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
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