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Plaud
AdvisoryAI
Best for
Transcribes and summarises meetings across industries. No MPS, DFM, or investment research.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Hardware-first capture, 112-language transcription, 10,000+ templates.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Plaud produces structured meeting notes. It does not generate FCA-aligned suitability reports.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Not designed for FCA advice compliance. No file checking, Consumer Duty reports, or review queues.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Not mentioned. Plaud captures the meeting, but does not use back-office data to prepare.
AI builds a prep pack from your back-office data and previous transcripts.
No integrations with Intelliflo, Plannr, Curo, or XPlan.
Intelliflo, Plannr, Curo, XPlan available.
Plaud Desktop captures Zoom, Teams, and Google Meet without deploying a meeting bot.
Zoom, Teams, and Google Meet available.
iOS and Android app with cross-platform sync and unlimited cloud storage.
iOS and Android, for recording in-person meetings, with automatic sync.
GDPR compliant.
UK GDPR compliant, with UK data residency.
SOC 2 certified.
SOC 2 Type II in progress.
ISO 27001 and ISO 27701 certified. EN 18031 hardware security. No FCA AI Lab engagement.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Subscription tiers by transcription minutes, not by capability module. Hardware purchase required before any plan.
Per module, per user.
Starter free with hardware. Pro £99.99/year, Unlimited £224.99/year, NotePin bundle £238.99 upfront.
Meeting notes £99, suitability £299, compliance £99.
Monthly or annual billing available for software plans.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
10,000+ templates across industries, self-configured. No template-build service for IFA formats.
AdvisoryAI expert team rebuilds your existing templates for you.
Not mentioned.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Not structured for IFA firm-wide rollout across multiple roles.
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 Plaud? Here's how.
Migration support included:
Plaud 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 build your suitability templates from scratch. Plaud produces none, so nothing to migrate. Back-office connected in week 2.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
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FAQs
Why should we choose AdvisoryAI over Plaud?
How does migration from Plaud work?
Plaud's hardware capture is excellent. Don't they win on recording?
Can we run both AdvisoryAI and Plaud during transition?
What happens to our Plaud 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