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The AI platform for every role in your financial advice firm

Type what you need. Atlas handles meetings, suitability, compliance, and research. Every role. One conversation.

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Join 2,000+ advisers across 400+ UK firms who unlocked higher quality advice by switching to AdvisoryAI

Case study

Connects with your back-office system

capabilities

One AI platform. Every capability your firm needs.

Research assistant

All your portfolio questions, answered.

Atlas is a single AI you talk to in plain English. No commands to learn.

Ask Atlas questions in plain English

Extract client lists and generate tailored insights

Built-in anti-hallucination guardrails

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

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AI workflows

Atlas executes. It doesn't just answer.

Ask for a suitability report and get a document built from your firm's template.

Suitability reports and LOA pack from your templates

Generate Consumer Duty Board report from audit trails

Investment research across all your client's portfolio

+70%

From 4-6 hrs to less than an 1 h

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

Baris Furlonger, Bluecoat

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Integrations

Connected to the systems and data your firm already runs on.

Atlas reads and writes into your meetings, docs, and the client data sources.

Connects with Intelliflo, Plannr, Curo, and Iress XPlan

Creates notes from Zoom, MSTeams, and Google Meet

Works with read, extracted, and cited docs

100%

Retain 100% control before sending to your clients. All your data is safely stored and secured in UK servers.

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benefits

Get your late nights back. Focus on advising.

Cut admin by up to 80%

Go from 1.5h meeting notes transcription to 15 mins. From 4-6h to create a suitability report to under an hour.

Less extraction, more review

Atlas handles extraction, population, and drafting so your review can focus on judgement, not data entry.

Grow your client books

Atlas redirects all your saved admin time to advice, so your firm can grow without the headcount that would normally come with it.

50-80% of documentation time redirected to client-facing work

120+ DFMs and 2,700+ portfolios available for investment research

10x team productivity on report-heavy workflows

What choosing Atlas as AI co-pilot means for your firm

Meeting time

Before AdvisoryAI

After AdvisoryAI

Meeting admin

1hr of manual meeting prep and admin per client.

AI captures meeting, writes notes, drafts follow-up, and pushes to the system.

Support team

Each LOA pack takes 3+ hrs to extract, fill the gaps, and write.

AI reads the LOA pack, extracts data, and writes the report from your templates.

Report quality

The Consumer Duty board report gets assembled by hand.

Atlas reviews every file, scores it by risk level, and delivers a prioritised queue.

See Atlas run your client management on autopilot.

See Atlas on your meetings, your client data, and your documents.

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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

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"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

Read case study

"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

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

Case study

Pay based on outcomes. Enjoy Atlas 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

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Trusted by

Emma

AI suitability reports

Have a question? We're happy to chat

For questions or partnerships,

How long does it take to get the whole firm using Atlas?

What CRM systems does Atlas connect to?

Is our client data secure? Where is it stored?

How does Atlas relate to Evie, Emma, and Colin?

Can we run Atlas as a pilot before committing?

What does Atlas actually cost?

How much does AdvisoryAI cost?

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

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

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