Summarise LOA packs and generate compliant reports in less than an hour
AdvisoryAI reads turns any document in any format into a structured summary in minutes. So you can spend your day on the work that actually needs your judgement.
Join 2,000+ advisers and paraplanners across 400+ UK firms who save up to 80% on admin
LOA packs (PDF)
Provider summaries (Word)
Scanned documents
Investment statements
capabilities
AI report generator
Save up to 6 hours creating report. Focus on judgment.
Generate reports according to your firm's existing templates, not ours.
AI compliance checks
Streamline compliance. 95% accuracy. 100% control.
Check your output against your compliance framework.
The accuracy question, answered honestly.
95%
Accuracy on provider data extraction
We build from your templates during our POC
Provider data is 95%+. Faster to check than create.
Money-back guarantee if it doesn't meet your standards
AdvisoryAI isn't perfect — no AI is. But reviewing a 95%-accurate draft is faster than writing from a blank page. You're the editor, not the author.
Connects with your back-office system
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
FAQs
Can Emma handle different report types?
How does batch processing work?
What about accuracy and consistency?
Does it work with my existing back-office systems?
How is this different from generic AI tools like ChatGPT?
Can I share results with compliance before sending?
How much does Advisory AI cost?
