Automate Your Full Advice
With Three AI Assistants.
Zero Client Admin.
Generate structured meeting notes and compliant suitability reports from client conversations.
Trusted by 2000+ Advisers across the UK. Built by former advisers & paraplanners who’ve written 1000+ suitability reports by hand.
50+ Hours Saved
Per month on admin tasks
Suitability Reports in 5 Minutes
In your firm’s exact template, structure, and tone
Meeting Notes in 30 seconds
Structured, ready for use across your workflow
Compliance Checks in <2 Minutes
Aligned to your firm’s standards with clear pass/fail verdicts
121,262 Reports Created in 2025
And counting…
From client meeting to compliant
report in minutes, not hours
Automate meeting notes, suitability reports, and compliance checks, and get hours back every week
Step 1
SOC 2 Type II Capture everything from the meeting
Client conversations turn into structured notes in seconds. Key details flow into fact finds and CRM records automatically.
Step 2
Draft reports for your firm
Suitability and annual review reports take shape in minutes using your firm’s template
Step 3
Check compliance before submission
Built-in checks flag gaps, score documents, and show what needs attention
Step 4
Review and next steps
Teams can review faster, finalise outputs, and move straight to client action
Used by top advisory firms across the UK
Evie
For Advisers
Assists with meeting notes
Records and transcribes meetings automatically via Zoom, Google Meet, and Teams
Supports mobile transcription for face-to-face meetings
Generates structured notes, email summaries, and action items in seconds
Updates fact finds without extra admin
Syncs CRM data directly into Intelliflo and Plannr
Emma
For Paraplanners
Generates suitability reports
Drafts suitability and annual review reports in 5–15 minutes (vs 4–5 hours)
Extracts key client details from LOA packs
Writes reports in your firm’s exact template, tone, and structure
Cross-checks across documents to prevent contradictions
95% accurate reports with compliance built into the structure
Colin
For Compliance Teams
Automates compliance checks
Completes compliance checks as per your firm’s standards in under 2 minutes
Provides pass/fail scoring with clear, actionable fixes
Validates against COBS, Consumer Duty, and FCA standards
Checks across all documents, not just final reports
Maintains a full audit trail with citations and evidence
Atlas
For Entire Team
Unifies all your workflows
Pulls client data from multiple systems into a single view
Surfaces client insights and upcoming actions across your book
Generates reports, notes, and outputs from one central interface
Enables advisors to ask for client data and get instant answers
Keeps all outputs aligned to your templates, structure, and standards
Customisation That Fits
Your Firm’s Standards
Your templates, exactly as they are
Structure, sections, formatting, and design, fully replicated with almost no rework required
Your advice style, applied to every case
Tone, language, and level of detail adapt to each scenario, concise when simple, detailed when needed
Your workflow, unchanged, just faster
Works within your existing process, keeps documents aligned, and improves over time with feedback
Used by top advisory firms across the UK
Jonathan Stubbs
Director of Risk
“What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles”
09/12/2025
Jonathan Stubbs
Director of Risk
09/12/2025
Jonathan Stubbs
Director of Risk
“What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles”
09/12/2025
Jonathan Stubbs
Director of Risk
09/12/2025
Jonathan Stubbs
Director of Risk
“What used to take 4-6 hours per report now takes less than an hour, while maintaining comprehensive coverage of risk profiles”
09/12/2025
80%
Less admin time
Trusted by global giants!
Enterprise-Grade Security,
Built for Advice Firms
Cyber Essentials Certified
Safeguarded against common vulnerabilities and everyday cyber risks
Full Encryption by Default
Data is protected both in storage and while being transmitted
UK-Based Data Storage
Client information remains securely hosted within the UK
Designed for Regulated Advice
Supports FCA-aligned workflows and compliance requirements
ISO 27001 (In Progress)
Advancing towards recognised enterprise security standards
Your Data Stays Yours
Client data is never used to train AI models
Ready to bring the human back to financial advice?
Try AdvisoryAI for free and feel the difference in your next client meeting.
Frequently asked questions
Still have questions?
What makes AdvisoryAI unique? How is it different from ChatGPT and other AI tools?
Is my client data safe, and where is it stored?
What happens to my data? Is it used to train your AI?
Are the reports FCA compliant?
Does AdvisoryAI work with my existing back-office system?
How long does implementation take?
Is there a free trial or pilot option?