Solution

Product

Testimonials

Book a demo

Colin 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, escalating only what needs a person.

Book a demo

Get your AI score

Join 2,000+ advisers, 400+ UK firms, #1 rated

Case study
Case study
Case study
Case study
Case study
Case study
Case study
Case study
Case study

Colin connects with all your tools

What choosing Colin for compliance means for your firm

Meeting time

Before Colin

After Colin

File review

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

Colin 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.

Colin 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.

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

capabilities

What Colin, our AI compliance checker, 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.

Book a demo

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

Louie Butlin, Brooks Macdonald

Book a demo

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.

Book a demo

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

+70%

From 4-6 hours to under 1 hour. “Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

Book a demo

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.

Book a demo

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.

Book a demo

See Colin on 20 of your real files.

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

Book a demo

Get your AI score

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.

Book a demo

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

Colin 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 and routes them 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

case studies

What firms 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,

Paraplanner, Timothy James and Partners

Read case study

Join 2,000+ advisers across 400+ UK firms. Number 1 most-used adviser AI on FTAdviser.

Case study
Case study
Case study
Case study
Case study
Case study
Case study
Case study
Case study

FAQs

Have a question? We're happy to chat

For questions or partnerships, contact us at team@advisoryai.com

Does Colin replace the compliance officer?

No. Colin reviews files, scores risk, and generates documentation. It escalates the cases that need a compliance officer's decision. It doesn't make those decisions itself. Your compliance officer reviews every flag it raises and makes the call.

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 AdvisoryAI support?

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

How much does AdvisoryAI cost?

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

Book a demo

Get your AI score

AI co-worker for UK financial advisory firms

Subscribe to our newsletter

Join 2000+ advisers

Get an AI summary of AdvisoryAI

ChatGPT

For questions or partnerships,

For product support, help, contact us at support@advisoryai.com