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1800+

Advisers onboarded

209000+

Reports generated

+350

Financial advisory firms served

See how Brooks MacDonald transformed their
client services with AdvisoryAI

Case studies

Filter by role to find the story that matches where you are.

ALL

Adviser

operations

paraplanners

meeting notes

Blackdown Financial

Advisers

Meeting notes

When the Charges Didn't Add Up: How Blackdown Financial Found a Partner, Not Just a Tool

Neil Rossiter

•

Chartered & Certified Financial Planner, Chartered Wealth Manager

Satis UK

Advisers

Meeting notes

Satis UK strengthens compliance file reviews with Evie meeting notes

Clearer evidence trail on every file

Lee McGuinness

•

Associate Planner

Finsource Partners Ltd

Advisers

Meeting notes

Finsource Partners saves 80% of their time reviewing LOA packs

3x increase in report writing capacity

Jolene Glennon

•

Director, Paraplanning

Timothy James & Partners

Advisers

Meeting notes

Transforming Post-Meeting Documentation & Annual Review Efficiency: More than just a tech upgrade for Timothy James & Partners

30 minutes or less spent per meeting on documentation.

Sarah Watts

•

Head of Advice Delivery

Brooks Macdonald

Advisers

Meeting notes

How Brooks Macdonald Freed 6,000 Hours a Year With Evie

6,000 hrs/year freed across 60 advisers, 30 min saved per meeting, 50% follow-up reduction

Neil Sadler, Freddie Gill, David Burden

•

Senior Adviser / Independent Financial Planner / Wealth Director

LIFT (now Brooks McDonald)

Advisers

Meeting notes

LIFT-Financial Group doubles its clients with Meeting Notes automation

2x more clients

Louie Butlin

•

Chartered Financial Planner

Bluecoat Wealth

Paraplanners

Meeting notes

Bluecoat Wealth reduces VCT Suitability Report time from 6 hours to 1 hour with Emma

> 1 Hour Per Report

Baris Furlonger

•

Chartered Financial Planner

TFP Financial Planning Ltd

Paraplanners

Reporting

From One Report a Day to Six: How TFP Financial Planning Ltd Scaled Without Growing the Team

1 to 6 reports per day, 10% editing, scaled in 7 months

Olivia Maynard

•

Managing Director

ALL

Adviser

operations

paraplanners

meeting notes

Blackdown Financial

Advisers

Meeting notes

When the Charges Didn't Add Up: How Blackdown Financial Found a Partner, Not Just a Tool

Neil Rossiter

Chartered & Certified Financial Planner, Chartered Wealth Manager

Brooks Macdonald

Advisers

Meeting notes

How Brooks Macdonald Freed 6,000 Hours a Year With Evie

6,000 hrs/year freed across 60 advisers, 30 min saved per meeting, 50% follow-up reduction

Neil Sadler, Freddie Gill, David Burden

Senior Adviser / Independent Financial Planner / Wealth Director

Satis UK

Advisers

Meeting notes

Satis UK strengthens compliance file reviews with Evie meeting notes

Clearer evidence trail on every file

Lee McGuinness

Associate Planner

LIFT (now Brooks McDonald)

Advisers

Meeting notes

LIFT-Financial Group doubles its clients with Meeting Notes automation

2x more clients

Louie Butlin

Chartered Financial Planner

Finsource Partners Ltd

Advisers

Meeting notes

Finsource Partners saves 80% of their time reviewing LOA packs

3x increase in report writing capacity

Jolene Glennon

Director, Paraplanning

Bluecoat Wealth

Paraplanners

Meeting notes

Bluecoat Wealth reduces VCT Suitability Report time from 6 hours to 1 hour with Emma

> 1 Hour Per Report

Baris Furlonger

Chartered Financial Planner

Timothy James & Partners

Advisers

Meeting notes

Transforming Post-Meeting Documentation & Annual Review Efficiency: More than just a tech upgrade for Timothy James & Partners

30 minutes or less spent per meeting on documentation.

Sarah Watts

Head of Advice Delivery

TFP Financial Planning Ltd

Paraplanners

Reporting

From One Report a Day to Six: How TFP Financial Planning Ltd Scaled Without Growing the Team

1 to 6 reports per day, 10% editing, scaled in 7 months

Olivia Maynard

Managing Director

ALL

Adviser

operations

paraplanners

meeting notes

Blackdown Financial

Advisers

Meeting notes

When the Charges Didn't Add Up: How Blackdown Financial Found a Partner, Not Just a Tool

Neil Rossiter

•

Chartered & Certified Financial Planner, Chartered Wealth Manager

Brooks Macdonald

Advisers

Meeting notes

How Brooks Macdonald Freed 6,000 Hours a Year With Evie

6,000 hrs/year freed across 60 advisers, 30 min saved per meeting, 50% follow-up reduction

Neil Sadler, Freddie Gill, David Burden

•

Senior Adviser / Independent Financial Planner / Wealth Director

Satis UK

Advisers

Meeting notes

Satis UK strengthens compliance file reviews with Evie meeting notes

Clearer evidence trail on every file

Lee McGuinness

•

Associate Planner

LIFT (now Brooks McDonald)

Advisers

Meeting notes

LIFT-Financial Group doubles its clients with Meeting Notes automation

2x more clients

Louie Butlin

•

Chartered Financial Planner

Finsource Partners Ltd

Advisers

Meeting notes

Finsource Partners saves 80% of their time reviewing LOA packs

3x increase in report writing capacity

Jolene Glennon

•

Director, Paraplanning

Bluecoat Wealth

Paraplanners

Meeting notes

Bluecoat Wealth reduces VCT Suitability Report time from 6 hours to 1 hour with Emma

> 1 Hour Per Report

Baris Furlonger

•

Chartered Financial Planner

Timothy James & Partners

Advisers

Meeting notes

Transforming Post-Meeting Documentation & Annual Review Efficiency: More than just a tech upgrade for Timothy James & Partners

30 minutes or less spent per meeting on documentation.

Sarah Watts

•

Head of Advice Delivery

TFP Financial Planning Ltd

Paraplanners

Reporting

From One Report a Day to Six: How TFP Financial Planning Ltd Scaled Without Growing the Team

1 to 6 reports per day, 10% editing, scaled in 7 months

Olivia Maynard

•

Managing Director

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"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

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✔ 14-day free trial

✔ No credit card

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Read how our customers serve twice the clients with AdvisoryAI

See how Brooks MacDonald transformed their client services with AdvisoryAI

Recognised by the publications advisers trust

Read how our customers serve
twice the clients with AdvisoryAI

See how Brooks MacDonald transformed their
client services with AdvisoryAI