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Our AI reviews every file. You review the ones that matter.

Colin scores every client file for risk, builds the audit trail as it works, and generates your Consumer Duty board report when you need it.

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Join 2,000+ advisers across 400+ UK firms who get consistently 95% accuracy with AI compliance checks

Join 2,000+ advisers across 400+ UK firms

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Connects with your back-office system

capabilities

What our AI suitability report does for you

File reviews

Every file reviewed, highest-risk cases first

Colin reads every client file in your review queue and scores each one before your team sees it. High-risk cases rise to the top.

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Connects to Intelliflo, Plannr, Curo, and Iress XPlan

Reads client suitability files, fact-finds, meeting notes, LOA packs

Runs structured checks against your firm's compliance criteria

Scores every file before your queue is built

80%

From 1.5 hrs to less than an hour

“An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

Louie Butlin, Brooks Macdonald

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Board reporting

Board reports generated from the audit trail, in hours not weeks

Colin builds the evidence for your Consumer Duty board report throughout the review cycle, not in the weeks before the deadline.

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Report structured for the evidence your board expects

Generated from the same audit trail used for ongoing file checks

No separate doc run needed before the board meeting

Review and approve before submission

+70%

From 4-6 hrs to less than an 1 h

"Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

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Audit readiness

Audit trail written as Colin works, not reconstructed after

Every file check Colin runs produces a documented record: what was reviewed, what was flagged, and why.

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Every check documented with rationale

File-level records with flagging evidence included

Structured PDF export and case-level data export

FCA-ready documentation summary

95%

95% accuracy on automated compliance checks. 100% control before sending to your clients.

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See our compliance checker on 20 of your real files.

See Colin score risk, surface flagged cases, and draft a board report from your firm's actual files.

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See pricing

See Colin on 20 of your real files.

Book a demo and see Colin score risk, surface flagged cases, and draft a board report from your firm's actual files. Your criteria. Your team.

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Get started for free

case studies

Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin

Case study

benefits

Every file. Every flag. Every board report.

Every file reviewed, not a 10-20% sample

The files that would have been missed in a random sample are now in your queue, scored and prioritised.

Consumer Duty board reports in hours

Our AI keeps building the audit trail, not just before submission. When it's time to present, the report is ready.

Compliance officer time reserved for critical cases

Colin doesn't replace the compliance officer. It surfaces the cases that need one, flagging and routes it with supporting evidence.

Low-risk and mid-risk cases handled without compliance officer time

Compliance officer decisions recorded in the audit trail

Colin escalates uncertainty rather than making assumptions

What advisers say about AdvisoryAI

benefits

Every file. Every flag. Every board report.

Every file reviewed, not a 10-20% sample

The files that would have been missed in a random sample are now in your queue, scored and prioritised.

Consumer Duty board reports in hours

Our AI keeps building the audit trail, not just before submission. When it's time to present, the report is ready.

Compliance officer time reserved for critical cases

Colin doesn't replace the compliance officer. It surfaces the cases that need one, flagging and routes it with supporting evidence.

Low-risk and mid-risk cases handled without compliance officer time

Compliance officer decisions recorded in the audit trail

Colin escalates uncertainty rather than making assumptions

See how Brooks MacDonald transformed their
client services with AdvisoryAI

What choosing Colin for AI
compliance means for your firm

Time

Before AdvisoryAI

After AdvisoryAI

File review

Random sampling covers 10-20% of files. High-risk cases get missed.

AI scores every file before your queue is built. High-risk cases rise to the top.

Consumer Duty board reports

Someone pulls documentation from different systems, reconciles file checks, and formats it manually.

AI generates your board report from an ongoing audit trail. You review and sign off in hours, not weeks.

Audit preparation

Notes are in different systems. Preparation starts from scratch.

AI writes the audit trail as part of every file check. Every flag has a rationale.

case studies

What advisers say about AdvisoryAI

"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."

Sarah Watts,

Timothy James and Partners

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Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin

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FAQs

Have a question? We're happy to chat

For questions or partnerships,

Does Colin replace the compliance officer?

How does Colin align with FCA requirements and Consumer Duty?

What happens when Colin flags something it's not sure about?

Can I export the audit trail in a format the FCA will accept?

Which back-office systems does Colin support?

We're a small DA firm with one compliance officer. Is Colin for us?

How much does Advisory AI cost?

Your data. Your templates. Your meeting. You decide.

✔ Reports from your templates ✔ 14-days free trial. No credit card. ✔ £50 Amazon voucher

✔ Reports from your templates

✔ 14-days free trial. No credit card.

✔ £50 Amazon for your time

✔ Reports from your templates ✔ 14-days free trial.

✔ £50 Amazon for your time

Book a demo

See pricing

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AI suitability reports

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Solutions

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Our AI reviews every file. You review the ones that matter.

Connects with your back-office system

What our AI suitability report does for you

Every file reviewed, highest-risk cases first

Board reports generated from the audit trail, in hours not weeks

Audit trail written as Colin works, not reconstructed after

See our compliance checker on 20 of your real files.

See our compliance checker on 20 of your real files.

See Colin on 20 of your real files.

Every file. Every flag. Every board report.

Every file reviewed, not a 10-20% sample

Consumer Duty board reports in hours

Compliance officer time reserved for critical cases

What advisers say about AdvisoryAI

Every file. Every flag. Every board report.

See how Brooks MacDonald transformed their client services with AdvisoryAI

What choosing Colin for AI compliance means for your firm

What advisers say about AdvisoryAI

Have a question? We're happy to chat

Have a question? We're happy to chat

See how Brooks MacDonald transformed their
client services with AdvisoryAI

What choosing Colin for AI
compliance means for your firm