AI generates suitability reports drafts from your firm's templates, in just 5 minutes
Emma reads your LOA packs, extracts the data, and builds the report in your firm's templates. Upload. Review. Submit.
Join 2,000+ advisers across 400+ UK firms who save 80% creating suitability reports with AdvisoryAI
Connects with your back-office system
capabilities
What our AI suitability report does for you
LOA pack summaries
Any provider format. 95%+ extraction accuracy.
Emma reads every page and returns a structured summary in minutes. No pre-processing, no reformatting, no missing fields.
Suitability report generator
Suitability reports built from your templates, not ours
Template management
Your templates, built for you
Share your existing templates. Our expert team builds Emma to match them. Most firms are set up within a few days.
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
Does Emma use its own suitability report template, or can it use ours?
Which document formats and providers does Emma support?
How accurate is Emma on financial data extraction, and what happens with unusual providers?
If Emma generates the suitability report, who is responsible for its accuracy?
What does the proof of concept involve, and is it actually free?
How long does it take to set Emma up with our firm's templates?
How much does Advisory AI cost?
