Solution

Product

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AI automation software for financial advisers that cuts admin by 80%

AdvisoryAI automates meeting prep, notes, follow-up emails, suitability reports and compliance checks, then surfaces client opportunities across your book. Built for UK financial advice firms.

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Join 2,000+ advisers across 400+ UK firms who went from 1.5h to 15 mins of admin

Join 2,000+ advisers across 400+ UK firms

Case study

Connects with your back-office system

See how Brooks MacDonald transformed their
client services with AdvisoryAI

capabilities

AI tools for financial advisers, built by financial advisers

AI meeting note taker

Save 80% of your time taking notes. Unlock more advice.

Record your client meetings. Generate structured notes, action items, and a client follow-up email, in minutes. Not hours.

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Connect with Intelliflo, XPlan, Curo, and Plannr for pre-meeting prep

Record with Microsoft Teams, Zoom, and Google Meet

Captures, key points, soft facts and nuances

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 report generator

Save up to 6 hours creating report. Focus on judgment.

Generate reports according to your firm's existing templates, not ours. Ready for your review before sending in minutes.

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Suitability reports, annual reviews, fact-finds

Works from your firm's existing templates

Save 70-80% reduction in report writing time

+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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AI compliance checks

Streamline compliance. 95% accuracy. 100% control.

Check your output against your compliance framework. Not after it comes back marked up from your compliance team.

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FCA Consumer Duty, COBS, and FCA Handbook standards

Pass, partial pass, or fail grading, with gaps and fixes

Catches issues before your compliance team

95%

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

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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.

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Get started for free

See what AdvisoryAI looks like across a firm like yours.

Bring your templates. We'll show you what AdvisoryAI can do.

Book a demo

See pricing

Save countless hours. Unlock more time for advice and clients.

Time

Before AdvisoryAI

After AdvisoryAI

In the meeting

Split attention between listening

and note-taking.

Stay with the client. AdvisoryAI captures notes and soft facts.

Post-meeting admin

Write up notes, update the system, draft follow-up (1h /meeting).

AdvisoryAI updates the system. Follow-up email drafted (2 mins).

Compliance sign-off

Manually check the paraplanner's report for compliance (1h).

AI runs a 95% accurate compliance check. Adviser reviews (15 mins).

Why switch to AdvisoryAI

Get back up to 4 hours after per day.

Advisory AI compresses your client meeting workflow to under an hour. More time, better advice, and happier clients.

You're missing on soft facts and nuances.

AdvisoryAI also captures soft facts and nuances that make the difference in your advice.

Forced templates. 12-month lock-ins.

Advisory AI builds reports from your firm's own templates. Transparent pricing, guaranteed outcomes.

case studies

What advisers say about AdvisoryAI

"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

Read case study

"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

Read case study

"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

Read case study

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