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Genovo
AdvisoryAI
Best for
Not mentioned. Genovo's scope is the report document, not investment or pension research.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Not mentioned. Genovo is a report builder, not a meeting-intelligence tool.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Template-driven report builder, UK content library, all advice scenarios.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Not mentioned. Genovo covers report drafting, not compliance file review or Consumer Duty reporting.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Not mentioned. Genovo starts at the report draft, not the meeting or client prep.
AI builds a prep pack from your back-office data and previous transcripts.
Intelliflo Office, Xplan, Curo, and Plannr confirmed live. Dynamic Planner and 4admin also integrated.
Intelliflo, Plannr, Curo, XPlan available.
Not mentioned. No meeting recording or transcription capability.
Zoom, Teams, and Google Meet available.
No dedicated iOS or Android app mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
GDPR compliance not explicitly confirmed.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
FCA-aligned report templates for regulated UK advice scenarios. ISO 27001 not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per-plan pricing sales-gated.
Per module, per user.
Sales-gated, no public pricing.
Meeting notes £99, suitability £299, compliance £99.
Billing terms not mentioned publicly.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Firms configure their own templates, sections, and content.
AdvisoryAI expert team rebuilds your existing templates for you.
Support tier not mentioned publicly.
Dedicated support during UK office hours.
Not mentioned publicly.
Dedicated account manager through onboarding.
Firms set up their own templates and content libraries before go-live.
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 Genovo? Here's how.
Migration support included:
Genovo 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 own report templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your Genovo report templates and content libraries inside AdvisoryAI, all UK advice scenarios. Back-office connected in week 2.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for every role in parallel. Genovo stays live until you decommission it.
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FAQs
Why should we choose AdvisoryAI over Genovo?
How does migration from Genovo work?
Genovo is the trusted suitability-report tool. Why switch?
Can we run both AdvisoryAI and Genovo during transition?
What happens to our Genovo templates and content libraries?
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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