Solution

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Summarize 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 300+ UK firms who save up to 80% on admin

Case study

Save up to 80% of extraction work.

Focus on judgment.

Meeting time

Before AdvisoryAI

After AdvisoryAI

Suitability report

4-6 hours

~15 mins

LOA pack

15-18 mins

3 mins

20 provider docs

2 days

Half a day

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

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. Ready for your review before sending in minutes.

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

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.

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.

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

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

"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."

Louie Butlin,

LIFT Financial Group (now Brooks Macdonald)

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"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

-> Read case study

"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

-> Read case study

"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

-> Read case study

Trusted by 2,000+ advisers across 260+ UK firms

Case study

HOW IT WORKS

From meeting to report in 4 steps

AI meeting note taker

Record your meeting

Connect your CRM and record client meetings via Teams or Zoom to capture nuances and soft facts. Then, get structured notes and follow-up emails in minutes.

AI suitability report

Generate your report

Based on the meeting transcripts, generate a review-ready draft of your suitability reports built around your templates. Save 4-6 hours of admin work.

AI compliance checks

Check compliance before you submit

Check your report against FCA Consumer Duty requirements and your firm's compliance framework — 95% accuracy. Get specific fixes listed before sending.

Atlas

Ask anything about your customers, from one conversation

Ask Atlas to prep for tomorrow's meeting, surface ISA allowance gaps across your book, compare MPS options across 120+ DFMs, and much more.

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