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Claude
AdvisoryAI
Best for
General research and drafting from what you paste in. No adviser or fund data.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Summarises a transcript you paste in. No built-in meeting capture.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Drafts from a prompt with no firm template structure. Needs heavy editing.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Open generation, varies run to run. No FCA framework or reproducible output.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
No access to your client records or back-office. You assemble context by hand.
AI builds a prep pack from your back-office data and previous transcripts.
No integration with Intelliflo, Plannr, Curo, or XPlan.
Intelliflo, Plannr, Curo, XPlan available.
No meeting integration. You paste transcripts in.
Zoom, Teams, and Google Meet available.
iOS, Android, and web apps.
iOS and Android, for recording in-person meetings, with automatic sync.
GDPR compliant. No UK adviser data residency guarantee for firms.
UK GDPR compliant, with UK data residency.
SOC 2 Type II. Business and API data not used for training.
SOC 2 Type II in progress.
ISO 27001 and ISO 42001. No FCA-specific certification for advice.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per user subscription.
Per module, per user.
Free tier. Pro about £18 per user per month, plus Team and Enterprise per seat.
Meeting notes £99, suitability £299, compliance £99.
Monthly or annual subscription.
Monthly or discounted annual.
No money-back guarantee for advice outcomes.
30 days money-back guarantee.
None built for you. You write prompts and custom instructions.
AdvisoryAI expert team rebuilds your existing templates for you.
Help centre and email. No named adviser CSM.
Dedicated support during UK office hours.
None on standard plans. Enterprise support only.
Dedicated account manager through onboarding.
Self-serve. No adviser onboarding or template build.
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 Claude? Here's how.
Migration support included:
Claude 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.
2
Week 2-3
Template build and back-office connect
We rebuild your outputs inside AdvisoryAI and connect Intelliflo, Plannr, Curo, or XPlan.
3
Week 4
Live in your firm
Cutover with a dedicated account manager. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over Claude?
Claude is a strong general assistant for a first draft. AdvisoryAI is built for the regulated advice workflow: suitability reports from your own templates, compliance checks with reproducible output an FCA reviewer can rely on, and live back-office integration across every role in the firm.
Can't we just use Claude to draft suitability reports for a fraction of the price?
Is it safe to put client data into a general assistant like Claude?
How is AdvisoryAI's compliance output different from a general AI's?
Can we use both Claude and AdvisoryAI?
Does AdvisoryAI just wrap a general AI model?
Where is our client data stored, and is it used for training?
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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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