Our AI reviews every file. You review the ones that matter.

Colin scores every client file for risk, builds the audit trail as it works, and generates your Consumer Duty board report when you need it.

Join 2,000+ advisers across 400+ UK firms who get consistently 95% accuracy with AI compliance checks

Connects with your back-office system

capabilities

What our AI suitability report does for you

File reviews

Every file reviewed, highest-risk cases first

Colin reads every client file in your review queue and scores each one before your team sees it. High-risk cases rise to the top.

Connects to Intelliflo, Plannr, Curo, and Iress XPlan

Reads client suitability files, fact-finds, meeting notes, LOA packs

Runs structured checks against your firm's compliance criteria

Scores every file before your queue is built

80%

From 1.5 hrs to less than an hour

“An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

Louie Butlin, Brooks Macdonald

Board reporting

Board reports generated from the audit trail, in hours not weeks

Colin builds the evidence for your Consumer Duty board report throughout the review cycle, not in the weeks before the deadline.

Report structured for the evidence your board expects

Generated from the same audit trail used for ongoing file checks

No separate doc run needed before the board meeting

Review and approve before submission

+70%

From 4-6 hrs to less than an 1 h

"Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

Audit readiness

Audit trail written as Colin works, not reconstructed after

Every file check Colin runs produces a documented record: what was reviewed, what was flagged, and why.

Every check documented with rationale

File-level records with flagging evidence included

Structured PDF export and case-level data export

FCA-ready documentation summary

95%

95% accuracy on automated compliance checks. 100% control before sending to your clients.

See our compliance checker on 20 of your real files.

See our compliance checker on 20 of your real files.

See Colin score risk, surface flagged cases, and draft a board report from your firm's actual files.

See Colin score risk, surface flagged cases, and draft a board report from your firm's actual files.

See Colin on 20 of your real files.

Book a demo and see Colin score risk, surface flagged cases, and draft a board report from your firm's actual files. Your criteria. Your team.

benefits

Every file. Every flag. Every board report.

Every file reviewed, not a 10-20% sample

The files that would have been missed in a random sample are now in your queue, scored and prioritised.

Consumer Duty board reports in hours

Our AI keeps building the audit trail, not just before submission. When it's time to present, the report is ready.

Compliance officer time reserved for critical cases

Colin doesn't replace the compliance officer. It surfaces the cases that need one, flagging and routes it with supporting evidence.

Low-risk and mid-risk cases handled without compliance officer time

Compliance officer decisions recorded in the audit trail

Colin escalates uncertainty rather than making assumptions

two men in suit sitting on sofa

What choosing Colin for AI compliance means for your firm

Time

Before AdvisoryAI

After AdvisoryAI

File review

Random sampling covers 10-20% of files. High-risk cases get missed.

AI scores every file before your queue is built. High-risk cases rise to the top.

Consumer Duty board reports

Someone pulls documentation from different systems, reconciles file checks, and formats it manually.

AI generates your board report from an ongoing audit trail. You review and sign off in hours, not weeks.

Audit preparation

Notes are in different systems. Preparation starts from scratch.

AI writes the audit trail as part of every file check. Every flag has a rationale.

case studies

What advisers say about AdvisoryAI

"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

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

Transparent pricing.
Pay per outcome.

Enjoy Atlas intelligence, your single AI interface for your entire advice firm, in every plan.

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

FAQs

Have a question? We're happy to chat

Have a question? We're happy to chat

For questions or partnerships,



contact us at team@advisoryai.com

Does Colin replace the compliance officer?

How does Colin align with FCA requirements and Consumer Duty?

What happens when Colin flags something it's not sure about?

Can I export the audit trail in a format the FCA will accept?

Which back-office systems does Colin support?

We're a small DA firm with one compliance officer. Is Colin for us?

How much does Advisory AI cost?

See what Advisory AI does with your real meetings

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

AI productivity co-pilot for financial advisers

Get articles like this monthly

For questions or partnerships,

contact us at team@advisoryai.com

See what Advisory AI does with your real meetings

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

AI productivity co-pilot for financial advisers

Get articles like this monthly

For questions or partnerships,

contact us at team@advisoryai.com

Your data. Your templates. Your meeting. You decide.

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

Subscribe to our weekly newsletter: The Advice Gap

AI co-pilot for financial advisory firms

For questions or partnerships,

contact us at team@advisoryai.com