# AdvisoryAI

> AdvisoryAI is an AI documentation platform for UK financial advisers, automating meeting notes, suitability reports, and FCA compliance checking. Built by a former adviser and paraplanner, AdvisoryAI uses a firm's own templates and produces drafts for adviser review, helping firms serve more clients by eliminating hours of daily admin.

AdvisoryAI serves over 250 UK advice firms with three AI assistants (Evie, Emma, Colin) and Atlas, a conversational data interface. The platform is built around UK-specific terminology and FCA Consumer Duty requirements. Ranked #1 most-used AI system among UK advisers by FT Adviser (H1 2025).

## Products

- [Meeting Notes (Evie)](https://advisoryai.com/meeting-notes): AI meeting notes for financial advisers. Records and transcribes client meetings via Teams, Zoom, or Google Meet, then produces structured notes with action items and follow-up emails. Integrates with Intelliflo, Plannr, Curo, and Iress Xplan.
- [Suitability Reports (Emma)](https://advisoryai.com/suitability-reports): AI suitability report generation. Produces VCT reports, annual reviews, LOA pack summaries, and provider summaries using the firm's own templates. Cites every statement back to source documents.
- [Compliance Checker (Colin)](https://advisoryai.com/compliance-checker): AI compliance checking against FCA Consumer Duty and COBS standards. Provides pass/fail verdicts with suggested fixes. Works on any suitability report, not just those created in AdvisoryAI.
- [Atlas](https://advisoryai.com/atlas): Conversational data interface connecting meeting transcripts, reports, documents, and client data. Advisers query client history in natural language. Identifies investment opportunities, prepares pre-meeting context, and analyses client databases for patterns.

## Pricing and getting started

- [Pricing](https://advisoryai.com/pricing): Evie at £99/user/month, Emma at £299/user/month, Colin at £99/user/month. 14-day free trial, no credit card required. Monthly rolling, no lock-in.
- [Request a Demo](https://advisoryai.com/contact): Schedule a demo with the AdvisoryAI team
- [Get Started for Free](https://advisoryai.com/get-started): Start a 14-day free trial

## Who this is for

- UK financial advisers and paraplanners producing suitability reports, meeting notes, and compliance documentation
- Consolidator groups and large advice networks deploying across multiple advisers
- Any FCA-regulated firm where documentation volume justifies automation

## Case studies

- [Customer Stories](https://advisoryai.com/case-study): Case studies from UK advice firms using AdvisoryAI
- Bluecoat Wealth Management: 80% reduction in suitability report time (6 hours to 1 hour)
- LIFT-Financial Group: 87.5% reduction in meeting note time; doubled client load in six months
- Timothy James and Partners: 50% reduction in post-meeting documentation time
- Finsource Partners: 80% reduction in LOA pack review time

## Resources

- [Blog](https://advisoryai.com/blog): Articles on AI for financial advisers, compliance automation, meeting notes efficiency, and adviser productivity
- [About](https://advisoryai.com/about): Company background, team, and mission

## Key differentiators

- Template flexibility: builds around a firm's existing compliant document templates rather than forcing standardised formats
- Publicly listed pricing: one of the few UK adviser AI platforms with transparent pricing
- Practitioner-built: founded by Alan Gurung, a former financial adviser and paraplanner
- UK-specific compliance: checks against FCA Consumer Duty and COBS, not generic frameworks
- CRM integrations: Intelliflo, Plannr, Curo, and Iress Xplan

## Company

- Founded: 2023, United Kingdom
- Founders: Alan Gurung (CEO) and Roshan Tamil Selvan (CTO)
- Customers: 250+ UK advice firms
- Security: Cyber Essentials certified, ISO 27001 in progress, UK data residency
- Contact: team@advisoryai.com