Solution

Product

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One AI platform for every role in your firm.

Stop managing documentation quality adviser by adviser. Advisory AI standardises every workflow across the firm, from meeting notes to compliance reports.

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

Join 2,000+ advisers across 400+ UK firms

Case study

See how Brooks MacDonald transformed their
client services with AdvisoryAI

Connects with your back-office system

INTRODUCING Atlas

AI capabilities carefully designed for every role in financial advisory firms.

209,000+

Reports generated.

1,800+

Advisers saving time with AdvisoryAI

Hours per week saved on admin

capabilities

Frontier AI to scale all your firm's operations

AI meeting note taker

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

Record client meetings. Generate notes, next steps items, and follow-up, in minutes.

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Connect with Intelliflo, XPlan, Curo, and Plannr

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.

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Suitability reports, annual reviews, fact-finds

Works from your firm's existing templates

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.

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

What changes when your whole firm runs on Advisory AI

Meeting time

Before Advisory AI

After Advisory AI

Meeting admin

~1h of meeting admin per meeting. Time and energy drain.

Automated prep (15 mins) unlocks 5h/week of advice.

Support team

Handovers notes to paraplanners creates backlogs.

Shared notes across teams remove handovers altogether.

Report quality

Documentation quality varies, creating compliance exposure.

Consistent reports across the whole team, every time.

See what AdvisoryAI looks like across a firm like yours.

Bring your templates. We'll show you what Atlas does with all three.

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See pricing

case studies

What advisers say about AdvisoryAI

"We have at least halved the time it takes an adviser to produce post meeting notes. Support teams access detailed meeting notes within minutes of the meeting ending."

Baris Furlonger,

Bluecoat Wealth Management

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"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

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"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