Pick the plan that suits you

14 -day free trial

14 -day free trial

Unlimited documents

Unlimited documents

No credit card required

No credit card required

Cancel anytime

Cancel anytime

Monthly

Annually

20% discount

Adviser Assistant

£39

/user/mo (inc VAT)

Save 50+ hours every month

Unlimited Meeting Notes

Unlimited Meeting Email Summaries

Priority Email, Chat & Call

Paraplanner Assistant

£79

/user/mo (inc VAT)

Save 75+ hours every month

Unlimited Suitability Letters

Unlimited Annual Review Reports

Unlimited Fact Finds

Unlimited Provider Info Summaries

Priority Email, Chat & Call

Enterprise

Talk to us

Save 100+ hours every month

Unlimited Documents

Bespoke Templates

Unlimited minutes uploaded

Custom Requests

Priority Email, Chat & Call

Dedicated Account Manager

Pick the plan that suits you

14 -day free trial

Unlimited documents

No credit card required

Cancel anytime

Monthly

Annually

20% discount

Adviser Assistant

£39

/user/mo (inc VAT)

Save 50+ hours every month

Unlimited Meeting Notes

Unlimited Meeting Email Summaries

Priority Email, Chat & Call

Paraplanner Assistant

£79

/user/mo (inc VAT)

Save 75+ hours every month

Unlimited Suitability Letters

Unlimited Annual Review Reports

Unlimited Fact Finds

Unlimited Provider Info Summaries

Priority Email, Chat & Call

Enterprise

Talk to us

Save 100+ hours every month

Unlimited Documents

Bespoke Templates

Unlimited minutes uploaded

Custom Requests

Priority Email, Chat & Call

Dedicated Account Manager

Trusted by 100+ Advisors

Your data is in safe hands

Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.

Frequently Asked Questions (FAQs)

Frequently Asked Questions (FAQs)

How long does it take to create a report/document?

Do I need to enter into an annual contract when I sign up?

The data of my customers needs to be secure. Do you send the data to ChatGPT or any LLM model?

Save 10+ hours every month on the free plan

AI productivity co-pilot for financial advisors

Social Media

© 2024 AdvisoryAI

AI productivity co-pilot for financial advisors

Social Media

© 2024 AdvisoryAI