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For 30 mins of your time, you will:

See our AI meeting notes, report builder, compliance checker, and more

Build your firm's template into Emma

Build your firm's suitability template into Emma

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Get a 14-days free trial to try Atlas AI

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Case study

Join 2,000+ advisers across 400+ UK firms

Join 2,000+ advisers

across 400+ firms

Join 2,000+ advisers across 400+ UK firms

Case study

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”
Brooks Macdonald (formerly LIFT Financial Group)
+70%
From 4-6 hrs to less than an 1 h
"Everything AdvisoryAI creates is instantly available across the platform.”
Baris Furlonger, Bluecoat
95%
95% accuracy on automated compliance checks. 100% control before sending to your clients.

See how Brooks MacDonalds transformed their
client services with AdvisoryAI

Recognised by the publications advisers trust

FAQs

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For questions or partnerships,

How much does Advisory AI cost?

AI meeting notes is £99/user/month. AI suitability reports is £299/user/month. AI compliance checking is £99/user/month. Any two products: £369/month. All three: £429/month. Monthly billing with no annual lock-in. Every price is on this page. No call required.

Does it work with my back-office system?

Is my client data safe?

Will it produce consistent reports every time?

How do I calculate the ROI?

What's the proof of Atlas' capabilities?

Do I have to use your report templates?

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”
Brooks Macdonald (formerly LIFT Financial Group)
+70%
From 4-6 hrs to less than an 1 h
"Everything AdvisoryAI creates is instantly available across the platform.”
Baris Furlonger, Bluecoat
95%
95% accuracy on automated compliance checks. 100% control before sending to your clients.

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

Book a demo

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For questions or partnerships,

Give us 30 minutes. See how you can get your nights back.

See how Brooks MacDonalds transformed their client services with AdvisoryAI

Recognised by the publications advisers trust

Have a question? We're happy to chat

Have a question? We're happy to chat

See how Brooks MacDonalds transformed their
client services with AdvisoryAI