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Ammonite
AdvisoryAI
Best for
Paraplanning workflow and suitability reports. No firm-wide platform, no compliance, ops, or admin.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Paraplanner records, exports, and uploads. No native meeting bot.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Firm's own templates, genuine flexibility.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
No compliance officer module confirmed.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Pre-planning packs limited by no live back-office integrations.
AI builds a prep pack from your back-office data and previous transcripts.
No named integrations.
Intelliflo, Plannr, Curo, XPlan available.
File upload only.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
Not explicitly confirmed.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
Not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Sales-gated, no public pricing.
Per module, per user.
Sales-gated, no public pricing.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Planbot aligns with the firm's own templates and workflow processes.
AdvisoryAI expert team rebuilds your existing templates for you.
Not mentioned.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Not mentioned.
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 Ammonite? Here's how.
Migration support included:
Ammonite 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 Planbot outputs inside AdvisoryAI and connect your back-office in week 2, the integration Ammonite does not 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 Ammonite?
Two products built for different parts of the firm. Ammonite Planbot is a paraplanning tool: suitability reports, annual reviews, and pre-planning packs from files the paraplanner uploads. AdvisoryAI is a firm-wide platform covering advisers, paraplanners, compliance, ops, and admin from one conversation, with native meeting capture and live back-office connections to Intelliflo, Plannr, Curo, and XPlan. If your firm's bottleneck is wider than the paraplanning desk, AdvisoryAI covers the rest.
How does migration from Ammonite work?
Ammonite is built by former Chartered advisers. Isn't that practitioner credibility?
Can we run both AdvisoryAI and Ammonite during transition?
What happens to our Ammonite 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
For product support, help, contact us at support@advisoryai.com
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