Transparent pricing.
Guaranteed results.

14-day free trial. Month-on-month billing.

30-day money back guarantee.

Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin

Pay based on outcomes.
Enjoy Atlas intelligence on us.

Atlas is a single AI interface for your entire advice firm. Fair usage policy applies.

Billed Monthly

Annual (save up to 10%)

Evie

AI meeting notes & prep

£89 +VAT per user per month

Best for financial advisers


Save up to 80% time of admin

Zoom, Google Meet and MS Teams

Instant recording and transcriptions

Mobile app for face to face meetings

Structured meeting notes & soft facts

Follow up email summaries

Intelliflo, Curo, XPlan, Plannr integrations

Trusted by

Emma

AI suitability reports

MOST POPULAR

£269 +VAT per user per month

Best for paraplanners and admins


Save up to 80% time in extraction

Works from your firm's templates

All suitability report formats covered

Annual reviews and fact-finds

LOA pack summaries

Citations for reviews of your reports

Trusted by

Colin

AI compliance checks

£89 +VAT per user per month

Best for compliance


Get 95% accuracy on your framework

Client file checks

Final report checks

Compliance scores

Remediations and citations

Trusted by

Enterprise

Best for teams of 30+ advisers

Custom proof-of-concept

Firm-level MI dashboard

Industry-leading support SLAs and dedicated account manager

Billed Monthly

Annual (save up to 10%)

Evie

AI meeting notes & prep

£89 +VAT per user per month

Best for financial advisers


Save up to 80% time of admin

Zoom, Google Meet and MS Teams

Instant recording and transcriptions

Mobile app for face to face meetings

Structured meeting notes & soft facts

Follow up email summaries

Intelliflo, Curo, XPlan, Plannr integrations

Trusted by

Emma

AI suitability reports

MOST POPULAR

£269 +VAT per user per month

Best for paraplanners and admins


Save up to 80% time in extraction

Works from your firm's templates

All suitability report formats covered

Annual reviews and fact-finds

LOA pack summaries

Citations for reviews of your reports

Trusted by

Colin

AI compliance checks

£89 +VAT per user per month

Best for compliance


Get 95% accuracy on your framework

Client file checks

Final report checks

Compliance scores

Remediations and citations

Trusted by

Enterprise

Best for teams of 30+ advisers

Custom proof-of-concept

Firm-level MI dashboard

Industry-leading support SLAs and dedicated account manager

Billed Monthly

Annual (save up to 10%)

Evie

AI meeting notes & prep

£89 +VAT per user per month

Best for financial advisers


Save up to 80% time of admin

Zoom, Google Meet and MS Teams

Instant recording and transcriptions

Mobile app for face to face meetings

Structured meeting notes & soft facts

Follow up email summaries

Intelliflo, Curo, XPlan, Plannr integrations

Trusted by

Emma

AI suitability reports

MOST POPULAR

£269 +VAT per user per month

Best for paraplanners and admins


Save up to 80% time in extraction

Works from your firm's templates

All suitability report formats covered

Annual reviews and fact-finds

LOA pack summaries

Citations for reviews of your reports

Trusted by

Colin

AI compliance checks

£89 +VAT per user per month

Best for compliance


Get 95% accuracy on your framework

Client file checks

Final report checks

Compliance scores

Remediations and citations

Trusted by

Enterprise

Best for teams of 30+ advisers

Custom proof-of-concept

Firm-level MI dashboard

Industry-leading support SLAs and dedicated account manager

See how much AdvisoryAI could be saving you and your firm

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 dime. No credit card required.

Cancel anytime. 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.

30-day 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.

"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."

Louie Butlin,

Books Macdonald

"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."

Louie Butlin,

Books Macdonald

"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."

Louie Butlin,

Books Macdonald

See what AdvisoryAI looks like with your data

See what AdvisoryAI looks like with your data

Bring your templates. We show you what AdvisoryAI can do before you spend a penny.

Bring your templates. We show you what AdvisoryAI can do before you spend a penny.

FAQs

Have a question?
We're happy to chat

Have a question?
We're happy to chat

How much does Advisory AI cost?

Does it work with Intelliflo?

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?

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See what AdvisoryAI looks like across a firm like yours.

Book a 30-minute demo. Bring your CRM, your templates, and your toughest documentation challenge. We'll show you what Atlas does with all three.

See what Advisory AI does with your real meetings

Monthly billing. Money-back guarantee. No lock-in.

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See what Advisory AI does with your real meetings

Monthly billing. Money-back guarantee. No lock-in.

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