Pricing: transparent monthly plans for every role | AdvisoryAI

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 AI research and workflows on us.

One 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 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.

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks 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 AdvisoryAI cost?

Does it work with Intelliflo?

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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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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.

Serve twice the clients. Give each better advice.

Serve twice the clients. Give each better advice.

✔ Reports from your templates ✔ 14-days free trial ✔ No credit card required

✔ Reports from your templates

✔ 14-days free trial. No credit card.

✔ £50 Amazon for your time

✔ Reports from your templates ✔ 14-days free trial.

✔ £50 Amazon for your time