You know the drill. You generate a report, tweak a few details, maybe adjust the format, and then do it all over again the next time. And the time after that.

Well, not anymore.

Meet Feedback Loop, a game-changer in AdvisoryAI’s suite of tools. Built on the expertise of our customer success team, who worked closely with firms to refine reports in Emma—this tool takes those refinements and automates them.

Now, instead of conveying adjustments or making manual edits every time, you click a button, submit refinements, and let AI handle the rest. Next report? Those changes are already in place.

No more back-and-forth. No more unnecessary edits. Just reports that match your firm’s requirements and standards.

How Feedback Loop Works

The process is simple:

1. Generate Your Report: Upload documents and initiate a report based on your firm's existing templates.

2. Select Specific Sections for Feedback: Identify and choose the exact sections you wish to refine.

3. Provide Detailed Feedback: Input your refinements—be it tone, data accuracy, length, formatting, or structure—into the feedback Loop’s chatbox interface.

4. Instant Application and Learning: Feedback Loop promptly implements your changes, ensuring they're applied to the current report and retained for all future reports.

Customising Feedback Loop for Your Firm

AdvisoryAI’s Emma is already built around your templates, with an AI model trained specifically to match your templates and your way of working. But what happens when you need to make changes down the line?

That’s where Feedback Loop comes in. No delays, No rigid templates. Just instant refinements that shape how your reports are generated, now and in the future. 

Why Feedback Matters: And Why You Shouldn’t Be Doing It Twice

Here’s the truth: refinement is essential. But repeating yourself isn’t.

Before Feedback Loop, firms had two options—either manually edit reports each time, or send requests for adjustments. Neither was efficient.

Now, firms have direct control over refining their reports without needing to make the same edits twice.

It’s not just about speed—it’s about precision. Compliance, tone, formatting—whatever makes your reports yours, Feedback Loop ensures it’s locked in so you don’t have to fix the same thing twice.

Feedback System That Works For You—Not The Other Way Around

Feedback Loop isn’t about removing human input. It’s about making sure the right input sticks.

Instead of constantly reacting to reports that miss the mark, you’re proactively shaping them to fit your firm’s needs.

Smart automation isn’t about automating everything—it’s about making your work easier. And that’s exactly what this does.

What Makes Feedback Loop a Game-Changer?

When it comes to refining reports, you need speed, accuracy, and consistency—without the endless iterations. Feedback Loop gets it right the first time. Here’s what makes it a game-changer:

- Instant Refinements – No more waiting for support requests.
- Firm-Wide Consistency – Every report reflects your firm’s preferences.
- Transparency – See exactly how your feedback is applied.
- Less Manual Editing – Reduce repetitive work and focus on what matters.
- Inputs Memorised – Feedback is applied instantly and remembered for future reports.

Enhancing AI-Driven Reporting: How Feedback Loop Stands Apart

In AI-assisted reporting, integrating user feedback mechanisms has become essential for producing tailored and accurate reports. While several platforms offer feedback-driven customisation, Feedback Loop sets itself apart through its seamless integration and user-centric approach. The table below provides a comparative overview of how Feedback Loop differs from other AI platforms with feedback integration:

By focusing on immediate applicability, user empowerment, and comprehensive adaptability, Feedback Loop offers a superior solution for firms seeking to improve their reporting processes through effective feedback integration.

Paraplanners & Advisers: Here’s What Changes for You

For paraplanners, Feedback Loop means fewer manual edits and a smoother workflow. No more spending time fixing the same things repeatedly—adjust it once, and it’s remembered.

For advisers, it means getting perfected reports without unnecessary back-and-forth. Reports land on your desk ready to go, every time.

Fewer adjustments. More time for actual advice.

Looking Ahead: What’s Next for Feedback Loop?

AI should adapt to you, not the other way around and this is just the beginning. AdvisoryAI is continuously refining Feedback Loop with:

- More advanced customisation – Even greater control over refinements.
- Deeper AI learning – Feedback Loop keeps improving, the more you use it.
- Future-proofing your workflow – Ensuring your firm stays ahead of the curve.

Time to Reimagine Your Reporting Workflow

‘Feedback Loop’ isn’t just about automating refinements—it’s about transforming how paraplanners and advisers work. Eliminating repetitive edits, ensuring firm-wide consistency, and continuously learning from your input streamlines the entire reporting process. No more manual adjustments, no more wasted time—just reports that align with your exact preferences from the start.

Upgrade Your Reporting Process with ‘Feedback Loop’

Ready to refine your review process? Try AdvisoryAI’s ‘Feedback Loop’ and make every edit count—so you never have to repeat yourself again.