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Saturn
AdvisoryAI
Best for
Transcription, workflow automation, and data capture for advisers and paraplanners. No MPS or DFM.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Meeting recording available
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Standardised templates only. Paraplanners cannot edit AI-generated report headings.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Guardian Suite with ATEB IP. 20 years of expertise, genuine compliance depth.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Pre-meeting prep available. Depth depends on back-office coverage.
AI builds a prep pack from your back-office data and previous transcripts.
"Deep data integrations" claimed. Named integration partners not mentioned.
Intelliflo, Plannr, Curo, XPlan available.
Zoom, Teams, and Google Meet.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
UK GDPR compliant.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
FCA engagement noted in press. ISO 27001 not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per user, platform-bundled. No modular adoption. Full platform from day one.
Per module, per user.
Sales-gated, no public pricing.
Meeting notes £99, suitability £299, compliance £99.
12-month contract is the default. No monthly billing mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Saturn's standardised templates only. Firms with their own format must adapt to their templates.
AdvisoryAI expert team rebuilds your existing templates for you.
Partners model referenced in PR. Named CSM not mentioned.
Dedicated support during UK office hours.
Available at platform tier only.
Dedicated account manager through onboarding.
Process-first onboarding around Saturn's templates.
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 Saturn? Here's how.
Migration support included:
Saturn 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 templates inside AdvisoryAI using your own formats, not Saturn's standardised ones. 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.
As featured in
FAQs
Why should we choose AdvisoryAI over Saturn?
How does migration from Saturn work?
Saturn has 350 firms and ATEB compliance IP. How is AdvisoryAI different?
Can we run both AdvisoryAI and Saturn during transition?
What happens to our Saturn 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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