Solution

Product

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

Our AI 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. 95% accuracy on automated compliance checks.

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Connects with your back-office system

What choosing AdvisoryAI for 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.

capabilities

What our AI compliance checker does for you

File reviews

Every file reviewed, highest-risk cases first

Our AI 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 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 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

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Board reporting

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

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

Baris Furlonger, Bluecoat

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Audit readiness

Audit trail written as our AI works, not reconstructed after

Every file check our AI 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 our AI 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

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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

Our AI 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

Our AI 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,

Timothy James and Partners

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

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FAQs

Have a question? We're happy to chat

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

Does AdvisoryAI replace the compliance officer?

How does AdvisoryAI align with FCA requirements and Consumer Duty?

What happens when our AI 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 AdvisoryAI for us?

How much does AdvisoryAI cost?

Serve twice the clients. Give each better advice.

✔ Reports from your templates ✔ 14-days free trial ✔ No credit card required

✔ 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

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See pricing

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