Create bespoke suitability reports in just 5 minutes
Use Emma - AI assistant for paraplanning to create suitability reports in your firm’s unique designs
Book a demo
Create bespoke suitability reports in just 5 minutes
Use Emma - AI assistant for paraplanning to create suitability reports in your firm’s unique designs
Book a demo
Create bespoke suitability reports in just 5 minutes
Use Emma - AI assistant for paraplanning to create suitability reports in your firm’s unique designs
Book a demo
Voted best software at EATT 2024
Best financial adviser software at EATT
Best financial adviser software at EATT
Learn more
Template Flexibility
Emma automates to your current templates,
ensuring consistency in your client communications
Emma automates to your current templates,
ensuring consistency in your client communications
Precision
95% accurate
95% accurate
Reliable Ai Assisted suitability reports with citations
Eliminate human errors
Reliable Ai Assisted suitability reports with citations
Eliminate human errors
Impact
Concise, yet comprehensive
Concise, yet comprehensive
Capture essentials including soft facts
Avoid information overload to clients.
Capture essentials including soft facts
Avoid information overload to clients.
Your data is in safe hands
Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.
Protected by end-to-end encryption, managed by our dedicated data protection officer and stored securely in AWS servers located within the United Kingdom.
Book your personalised demo and generate a suitability report today for your client using Emma
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Book Personalised Demo
Book Personalised Demo
Book Personalised Demo
© 2024 AdvisoryAI
© 2024 AdvisoryAI
© 2024 AdvisoryAI