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Outsourced paraplanning
AdvisoryAI
Best for
Human service, not software. Paraplanners produce reports, fund research, and cashflow.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Paraplanners work from notes the firm provides. They do not attend or capture the meeting.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Experienced paraplanners write FCA-aligned suitability reports. Quality is provider-specific.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Some providers offer compliance support as a separate service.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Not applicable. Manual service.
AI builds a prep pack from your back-office data and previous transcripts.
Not applicable. Manual service.
Intelliflo, Plannr, Curo, XPlan available.
Not applicable. Manual service.
Zoom, Teams, and Google Meet available.
Not applicable. Manual service.
iOS and Android, for recording in-person meetings, with automatic sync.
Not applicable.
UK GDPR compliant, with UK data residency.
Not applicable.
SOC 2 Type II in progress.
Outsourced paraplanners write to FCA suitability standards.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per report or monthly retainer. Cost scales with every case submitted.
Per module, per user.
Not public. Typically £200-600 per report by complexity. Providers quote per case.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Providers work manually from the firm's templates.
AdvisoryAI expert team rebuilds your existing templates for you.
Provider-specific. Named paraplanner contact common.
Dedicated support during UK office hours.
Provider-specific.
Dedicated account manager through onboarding.
Provider-specific. Some offer same-day starts.
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 outsourced paraplanning? Here's how.
Migration support included:
Process and workflow mapping
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 on a recent case your provider produced. Compare side by side. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your suitability templates inside AdvisoryAI from your own documents, not a provider's format. Back-office connected in week 2.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for every role in parallel. Provider kept on standby for complex cases.
As featured in
FAQs
Why should we choose AdvisoryAI over outsourced paraplanning?
How does migration from an outsourced paraplanning provider work?
Outsourced paraplanners give us a human expert. Why use AI instead?
Can we run both AdvisoryAI and our paraplanning provider during transition?
What happens to our existing templates and client data?
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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