Solution

Product

Book a demo

AI generates suitability reports drafts from your firm's templates, in just 5 minutes

Emma reads your LOA packs, extracts the data, and builds the report in your firm's templates. Upload. Review. Submit.

Book a demo

See pricing

Join 2,000+ advisers across 400+ UK firms who save 80% creating suitability reports with AdvisoryAI

Join 2,000+ advisers across 400+ UK firms

Case study

Connects with your back-office system

capabilities

What our AI suitability report does for you

LOA pack summaries

Any provider format. 95%+ extraction accuracy.

Emma reads every page and returns a structured summary in minutes. No pre-processing, no reformatting, no missing fields.

Book a demo

PDFs, Word documents, and scanned files supported

Multi-page, complex layouts and batch processing

Flags missing or unclear data before any report generates

80%

From 1.5 hrs to less than an hour

“An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

Louie Butlin, Brooks Macdonald

Book a demo

Suitability report generator

Suitability reports built from your templates, not ours

Give Emma the meeting notes. Emma builds the report in your firm's templates: your section headings, your structure, your language.

Book a demo

Annual reviews, transfers, VCTs, fact-finds covered

Your section headings, your language, your structure

Back-office system write-back to Intelliflo, Plannr, Curo, XPlan

+70%

From 4-6 hrs to less than an 1 h

"Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

Book a demo

Template management

Your templates, built for you

Share your existing templates. Our expert team builds Emma to match them. Most firms are set up within a few days.

Book a demo

Template fidelity validated in your free proof of concept

No disruption to existing compliance processes

Updates handled by AdvisoryAI when templates change

100%

Retain 100% control before sending to your clients. All your data is safely stored and secured in UK servers.

Book a demo

case studies

What advisers say about AdvisoryAI

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

Case study

benefits

Cut the post-meeting admin. Get your evenings back.

From 4-6h to <1h of admin

Post-meeting write-ups are the single biggest time drain for advisers. Let AI handles notes and follow-up automatically.

Pre-meeting prep in 60 seconds

No more scrolling through notes before a back-to-back day. AI pulls data from your system and delivers to you instantly.

More clients without taking on new hires

Advisers using Evie fit more client meetings into the same week, without extending their hours or adding headcount.

Follow-up emails drafted automatically, reviewed in seconds

Back-office always up to date, nothing logged from memory

More time unlocked for higher quality advice across all your portfolio

Upload your real LOA packs. See the output.

Your templates. Your providers. Your compliance standards.

Book a demo

See pricing

benefits

Clear the backlog. Move from extractor to reviewer.

10 LOA packs in an hour, not three

Paraplanners who used to spend a morning on LOA pack processing now clear the same stack before lunch.

Reports in your templates, compliance-ready

Compliance reviews faster because the format never changes. No reformatting. No re-orienting on every file.

Focus your paraplanners on judgment

Save 50-80% time on suitability report production, so you can take on more clients, more complex cases, and more annual reviews.

Free paraplanners from extraction so they focus on judgement

Batch annual reviews in a single session

Scale throughput without scaling the team

See how Brooks MacDonald transformed their
client services with AdvisoryAI

What choosing Emma for your AI
reports means your firm.

Time

Before AdvisoryAI

After AdvisoryAI

LOA pack processing

A morning lost to 10 LOA packs. Manual reading, manual extraction.

Summarize your LOA pack in 15-30 mins, automatically.

Suitability report

4-6 hours, starting from a blank page every time.

<1h. Emma pulls your notes, data, your template, and builds the report.

Missing information

Exit charges are missing. Report sits half-written while you chase the provider.

AI flags unclear data during extraction, before the report generates.

Upload your real LOA packs. See the output.

Your templates. Your providers. Your compliance standards.

Book a demo

See pricing

Upload your real LOA packs. See the output.

Book a demo and run Emma on your actual documents. Your templates. Your providers. Your compliance standards. You review before anyone talks price.

Book a demo

Get started for free

case studies

What advisers say about AdvisoryAI

"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

Read case study

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

Case study

FAQs

Have a question? We're happy to chat

For questions or partnerships,

Does Emma use its own suitability report template, or can it use ours?

Which document formats and providers does Emma support?

How accurate is Emma on financial data extraction, and what happens with unusual providers?

If Emma generates the suitability report, who is responsible for its accuracy?

What does the proof of concept involve, and is it actually free?

How long does it take to set Emma up with our firm's templates?

How much does Advisory AI cost?

Your data. Your templates. Your meeting. You decide.

✔ Reports from your templates ✔ 14-days free trial. No credit card. ✔ £50 Amazon for your time

✔ Reports from your templates

✔ 14-days free trial. No credit card.

✔ £50 Amazon for your time

✔ Reports from your templates ✔ 14-days free trial.

✔ £50 Amazon for your time

Book a demo

See pricing

Subscribe to our weekly newsletter: The Advice Gap

Subscribe for free

AI platform for financial advisory firms

For questions or partnerships,

Product

AI co-pilot

AI meeting notes

AI suitability reports

AI compliance checker

Solutions

Company

Legal

AI generates suitability reports drafts from your firm's templates, in just 5 minutes

Connects with your back-office system

What our AI suitability report does for you

Any provider format. 95%+ extraction accuracy.

Suitability reports built from your templates, not ours

Your templates, built for you

What advisers say about AdvisoryAI

Cut the post-meeting admin. Get your evenings back.

From 4-6h to <1h of admin

Pre-meeting prep in 60 seconds

More clients without taking on new hires

Upload your real LOA packs. See the output.

Clear the backlog. Move from extractor to reviewer.

See how Brooks MacDonald transformed their client services with AdvisoryAI

What choosing Emma for your AI reports means your firm.

Upload your real LOA packs. See the output.

Upload your real LOA packs. See the output.

What advisers say about AdvisoryAI

Have a question? We're happy to chat

Have a question? We're happy to chat

See how Brooks MacDonald transformed their
client services with AdvisoryAI

What choosing Emma for your AI
reports means your firm.