AdvisoryAI: Reflections on 2024 and the Road Ahead for 2025

As the year draws to a close, it’s a moment to reflect on how far we’ve come and look ahead to the opportunities waiting for us in 2025. At AdvisoryAI, 2024 has been nothing short of transformative. From significant milestones to remarkable achievements, last year has laid the foundation for an even more ambitious and forward-thinking year ahead.

Looking Back: A Transformative 2024

2024 was the year we redefined how financial advisers and paraplanners approach their work. By launching Emma and Evie, we introduced tools that don’t just assist but revolutionise the way financial advice is delivered.

• Emma became the cornerstone of paraplanner efficiency, reducing tasks that typically took hours to just five minutes. From suitability reports and annual reviews to LOA pack summaries, Emma automated the laborious tasks, ensuring paraplanners could focus on delivering value rather than wrestling with repetitive admin work.

• Evie, on the other hand, empowered advisers to reclaim their time. With features like meeting notetaking, fact-find updates, CRM data entry, and email summaries, Evie streamlined workflows, turning post-meeting chaos into organised, actionable insights in minutes.

Our journey didn’t stop at product launches. 2024 was also a year of significant growth and recognition:

• We expanded our team of two to an innovative and diverse 15-member team, united by a shared vision to transform financial advisory workflows.

• Over 200 firms joined our platform, simplifying report writing and admin processes for advisory firms across the industry.

• From generating 100 suitability / annual review reports per month to now 1800+ reports per month, we’ve come a long way! 

• We achieved 95% accuracy in generating customised reports, seamlessly aligning reports with each firm’s unique templates and requirements.

Recognition That Fuels Us Forward

2024 wasn’t just about growth—it was about recognition. AdvisoryAI was honoured to receive the prestigious “Best at Show” award at EATT 2024, an achievement that highlights the industry’s belief in our mission.

We were also proud to be featured as a leading AI software for financial advisers by esteemed publications like FT Adviser and Professional Adviser, further solidifying our position as an innovator in the financial advisory space.

Check out more about our recognition on FT Adviser and Professional Adviser in these featured articles:

FT Adviser

• Adviser tech firm launches second AI assistant

• Tech provider launches AI tool for advisers and paraplanners

• Firms must devote time and resources to implement AI into systems

Professional Adviser

• AdvisoryAI unveils adviser app to support in-person meeting note taking

• AI assistant launches for financial advisers and paraplanners

• AI firm to help advisers build suitability letters in five minutes

2025: The Year of Advisory Innovation

With the foundation laid in 2024, we are looking to scale new heights in 2025. Here’s what we have planned:

• Expanding our reach: We aim to onboard over 1,000 firms, helping more financial advisers and paraplanners streamline their admin and focus on what they do best—delivering expert advice.

"As we move into 2025, our focus is on expanding our reach and supporting over 1,000 firms to increase their operational efficiency. We want to empower more advisers and paraplanners to focus on delivering exceptional advice to their clients while we handle the heavy lifting behind the scenes."
— Alan Gurung, Co-Founder & CEO

• Pre-built templates for instant impact: To further simplify workflows, we plan to introduce 100+ pre-built report templates for firms looking for quick and efficient solutions.

• Game-changing integrations: Industry-first push+pull integrations with platforms like Intelliflo and Plannr will allow CRM updates in seconds, setting a new standard for seamless connectivity.

"User experience is at the heart of everything we do. In 2025, we’ll continue to refine and enhance our platform’s capabilities, ensuring seamless integrations and a smoother workflow for every user. Our goal is to make complex processes feel effortless."
— Roshan Tamil Selvan, Co-Founder & CTO

• Engaging with the community: We’ll participate in key industry events, host customer roundtables, and even launch our very own AdvisoryAI Conference to showcase our capabilities and gather invaluable feedback.

• Compliance scoring & automation: Setting up systems to score and generate automated audits for reports

Reimagining Financial Advice

2025 isn’t just about achieving targets; it’s about continuing to transform the financial advisory space. By automating what was once manual and enabling advisers to focus on their clients, we’re not just solving problems—we’re creating opportunities.

With the ambitious goals we’ve set for 2025, we’re excited to deepen our impact, build stronger partnerships, and continue empowering firms to deliver unparalleled client service.

Looking Forward Together

The story of AdvisoryAI is one of collaboration—between our team, our tools, and the advisers and paraplanners who use them every day. As we step into 2025, we invite you to join us on this journey. Together, let’s simplify the complex, achieve the extraordinary, and shape the future of financial advisory.