Simple pricing. Guaranteed results.
14-day free trial. Month-on-month billing. 30-day money-back guarantee.
Join 2,000+ advisers across 400+ UK firms
Pay based on outcomes. Enjoy Atlas on us.
Atlas is a single AI for your entire advice firm. Fair usage policy applies.
See how Brooks Macdonald transformed
their client services with AdvisoryAI
Calculate how much AdvisoryAI could be saving you
The only AI for financial advisers with outcome-based pricing.
14-day free trial
Bring your templates, data, and back-office. Generate your first reports before you spend a penny. No credit card required.
No annual lock-in
Most require a year's commitment before you've seen a single report. AdvisoryAI defaults to monthly because we'd rather earn your business than lock you in.
Money-back guarantee
If AdvisoryAI doesn't work for your firm within the first 30 days, you get a full refund. No conditions and no awkward process.
FAQs
How much does AdvisoryAI 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 Intelliflo?
Is my client data safe?
Will it produce consistent reports every time?
How do I calculate the ROI?
What is AdvisoryAI?
Do I have to use your report templates?
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