Bluecoat Wealth Management needed a smarter way to handle venture capital trust and annual review reports. With reports taking up to six hours each, advisers had less time to focus on clients.

AdvisoryAI’s Emma, the AI built for paraplanners, changed everything. By automating report generation, standardising compliance, and integrating risk profiling, Emma helped the team reduce reporting time by 80%, significantly improving efficiency.

Now, what once took six hours takes just one, freeing up advisers to focus on advice strategy and client relationships.

Learn how AdvisoryAI helped Bluecoat Wealth Management transform their reporting process.

Download the full case study now!