Your AI meeting assistant for financial advisers. Notes done before you leave.
Evie reads your calendar, captures your meetings, and writes up notes, actions, and follow-up emails. Gone before the 9pm wrap-up steals your evening.
Join 2,000+ advisers across 400+ UK firms who unlocked higher quality advice by switching to AdvisoryAI
Connects with your back-office system
capabilities
What our AI note taker does for you
that nobody else can do.
Pre-meeting prep
60-second briefing from your client history
Before every meeting, Evie pulls client data from your back-office system. No more doc scrolling before a back-to-back review day.
In-meeting AI assistant
Full meeting capture, including the soft facts manual notes miss
Evie records and transcribes your meeting in real time. It picks up concerns raised, soft facts, and the details usually forgotten.
Post-meeting automations
Notes, actions, and follow-up emails. Automated.
Evie generates structured meeting notes, action items in your system, and a client's follow-up email ready for review.
case studies
What advisers say about AdvisoryAI
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.
FAQs
How accurate is Evie on financial services vocabulary?
Do you store the meeting recordings?
Do I need to get client consent to record the meeting?
How does Evie write back to my back-office system?
Can I try Evie before I commit?
Which video platforms does Evie support?
How much does Advisory AI cost?
