One AI platform. Every role in your firm. Zero template disruption.
Stop managing documentation quality adviser by adviser. Advisory AI standardises every workflow across the firm, from meeting notes to compliance reports.
Join 2,000+ advisers across 300+ UK firms who save up to 80% on admin
INTRODUCING Atlas
50+ AI capabilities carefully designed for every role in financial advisory firms.
Atlas is a single AI interface for your entire advice firm. Ask it to prep for tomorrow's client meetings, generate a batch of suitability reports, run a Consumer Duty file check with FCA handbook citations, surface ISA allowance gaps across your client book, or compare MPS options across 120+ DFMs.
Every role in your firm. One conversation. Plain English.
Data points connected.
Reports generated.
50-80%
Savings on documentation time.
Frontier AI to scale all your firms' operation
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.
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.
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.
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 300+ UK firms who save up to 80% on admin
How firms roll out Advisory AI
1
WEEK 1-4 - PILOT
Pilot with 3-5 advisers.Connect CRM, build your templates, run the end-to-end workflow.
2
WEEK 4-10 - TEAM EXPANSION
Expand to the full team, refine workflows across roles, and see compounding savings.
3
WEEK 10 ONWARDS - FIRM-WIDE ROLLOUT
Roll out to the entire firm. Unlock more advice time, serve more clients, and increase quality.
FAQs
Can I standardise documentation across all advisers?
How does compliance automation work at firm level?
What management information can Atlas surface?
How long does firm-wide implementation take?
What ROI can I expect?
Is client data secure?
How much does Advisory AI cost?
