Summarise LOA packs and generate compliant reports in less than an hour
Emma turns any document into a structured summary in minutes and remembers every case's detail, freeing you to spend the day on judgement calls that need a person.
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AI workflows
Atlas executes. It doesn't just answer.
AI report generator
Your templates, built for you. Focus on judgement.
AdvisoryAI's team builds templates from your firm's documents. Emma delivers reports in your format, ready to review.
AI compliance checks
Check compliance before it leaves the desk. 95% accuracy. 100% control.
Check every report against your compliance framework before it leaves the desk. Consumer Duty board reports included.
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
Emma 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.
case studies
What firms say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms. Number 1 most-used adviser AI on FTAdviser.
FAQs
Can Emma handle different report types?
Yes. Emma generates suitability reports, annual reviews, fact-finds, and LOA pack summaries. All from your firm's own templates, not a forced standard. Upload any document in any format and Emma produces a structured summary in minutes.
How does batch processing work?
What about accuracy and consistency?
Does it work with my existing back-office systems?
How is this different from generic AI tools like ChatGPT?
Can I share results with compliance before sending?
How much does AdvisoryAI cost?
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com
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