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Automwrite
AdvisoryAI
Best for
One connected product across meeting notes, AI CRM, and reports. No firm-wide role coverage. No investment research.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Meeting bot for Teams, Zoom, and Google Meet. Mobile app records in-person meetings.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Reports written from scratch, CIP-aligned, in your firm's branding. Template-build service not mentioned.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Compliance-gated checks on report inputs. No dedicated compliance module, file checking, or Consumer Duty reports.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Client files queryable in chat before meetings. Pre-meeting prep pack not mentioned as a named workflow.
AI builds a prep pack from your back-office data and previous transcripts.
Generic open API for your existing system. No named integration with Intelliflo, Plannr, Curo, or XPlan.
Intelliflo, Plannr, Curo, XPlan available.
Microsoft Teams, Zoom, and Google Meet.
Zoom, Teams, and Google Meet available.
Full iOS and Android. In-person recording, document photo capture, and fact finds on the go.
iOS and Android, for recording in-person meetings, with automatic sync.
UK-built platform. Data-handling policy not detailed publicly.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
FCA-aligned suitability reports. ISO 27001 not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Public per-tier subscription. Starter, Starter+, Platform, and Enterprise.
Per module, per user.
Starter £49.99, Starter+ £69.99, Platform £249 per month plus VAT. Enterprise custom.
Meeting notes £99, suitability £299, compliance £99.
Monthly plus VAT. Three-day free trial on entry tiers.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Generates in your firm's branding and structure. Whether the team builds your templates for you is not mentioned.
AdvisoryAI expert team rebuilds your existing templates for you.
Self-onboard in two minutes on entry tiers. Named support model not mentioned.
Dedicated support during UK office hours.
Dedicated account manager on the Enterprise tier only.
Dedicated account manager through onboarding.
Self-onboard in two minutes. Guided onboarding on Platform and Enterprise tiers.
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 Automwrite? Here's how.
Migration support included:
Automwrite 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 Automwrite report outputs inside AdvisoryAI using your own format. Back-office connected in week 2, the named integration Automwrite doesn't 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 Automwrite?
Two different starting points. Automwrite is a low-cost, mobile-first report writer for solo and small firms. AdvisoryAI reaches advisers, paraplanners, compliance, ops, and admin from one conversation, live in Intelliflo, Plannr, Curo, and XPlan, with named UK firm proof across 400+ firms. If your workflow runs through the back office, AdvisoryAI is already connected. Automwrite offers a generic open API but names no live back-office integration.
How does migration from Automwrite work?
Automwrite is cheaper and has a strong mobile app. Why pay more for AdvisoryAI?
Can we run both AdvisoryAI and Automwrite during transition?
What happens to our Automwrite 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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