Solution

Product

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Summarise LOA packs and generate compliant reports in less than an hour

AdvisoryAI reads turns any document in any format into a structured summary in minutes. So you can spend your day on the work that actually needs your judgement.

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

Join 2,000+ advisers and paraplanners across 400+ UK firms

Case study

See how Brooks MacDonald transformed their
client services with AdvisoryAI

Save up to 80% of extraction work.

Focus on judgment.

Meeting time

Before AdvisoryAI

After AdvisoryAI

Suitability report

4-6h

~15 mins

LOA pack

15-18 mins

3 mins

20 provider docs

2 days

Half a day

See how Brooks MacDonalds transformed their
client services with AdvisoryAI

Any format. Any provider. AdvisoryAI reads them all.

Any format. Any provider.
AdvisoryAI reads them all.

LOA packs (PDF)
Provider summaries (Word)
Scanned documents
Investment statements

capabilities

Generate suitability reports in minutes.
From your templates, not ours.

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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The accuracy question, answered honestly.

95%

Accuracy on provider data extraction

We build from your templates during our POC

Provider data is 95%+. Faster to check than create.

Money-back guarantee if it doesn't meet your standards

AdvisoryAI isn't perfect — no AI is. But reviewing a 95%-accurate draft is faster than writing from a blank page. You're the editor, not the author.

See what Advisory AI does with your real meetings

Monthly billing. Money-back guarantee. No lock-in.

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Connects with your back-office system

case studies

What advisers say about AdvisoryAI

"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."

Sarah Watts,

Timothy James and Partners

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