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Palindrome
AdvisoryAI
Best for
Client-data insights and referral-sourcing analytics.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Not the lead surface. Workflows cover annual reviews and onboarding. Meeting capture not detailed.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Suitability letters, review packs, and briefs generated to the firm's own standards.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Continuous, audit-ready compliance checks against the firm's own rules.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Not mentioned.
AI builds a prep pack from your back-office data and previous transcripts.
Xplan and Intelliflo Office, plus bespoke connections through an integrations playbook.
Intelliflo, Plannr, Curo, XPlan available.
Teams integration confirmed. Zoom and Google Meet not mentioned.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
Enterprise-grade security claimed throughout. Specific UK GDPR and ICO statements not published.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
Selected for the FCA's AI Live Testing second cohort, April 2026. ISO certifications not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Bespoke enterprise configuration with embedded change management. Sales-gated.
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.
Outputs configured to the firm's own standards and processes during deployment.
AdvisoryAI expert team rebuilds your existing templates for you.
Embedded delivery team through adoption: readiness assessment, training, and real-time support.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Change readiness assessment, personalised plan, training, and adoption review.
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 Palindrome? Here's how.
Migration support included:
Palindrome 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 report and review templates inside AdvisoryAI and connect all four back-office systems in week 2. You review before go-live.
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 Palindrome?
How does migration from Palindrome work?
Palindrome is in the FCA's AI Live Testing programme and the Microsoft and Nvidia Agentic Launchpad. Why AdvisoryAI?
Can we run both AdvisoryAI and Palindrome during transition?
What happens to our Palindrome 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
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