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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

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

Book Personalised Demo

Book Personalised Demo

Book Personalised Demo

Book Personalised Demo

AI productivity co-pilot for financial advisers

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© 2024 AdvisoryAI

AI productivity co-pilot for financial advisers

Social Media

© 2024 AdvisoryAI

AI productivity co-pilot for financial advisers

Social Media

© 2024 AdvisoryAI