Solution

Product

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Send 3x more suitability reports, drafted from your firm's templates

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

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Join 2,000+ advisers across 400+ UK firms

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Connects with your back-office system

What choosing AdvisoryAI for suitability reports means for your firm

Meeting time

Before AdvisoryAI

After AdvisoryAI

LOA pack processing

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

Summarise 10 LOA packs in under an hour, 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.

capabilities

Everything your firm needs to produce more suitability reports

LOA pack summaries

Any provider format. 95%+ extraction accuracy.

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

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PDFs, Word documents, and scanned files supported

Multi-page, complex layouts and batch processing

Flags missing or unclear data before any report generates

80%

10 LOA pack summaries in under an hour. “That's a saving of over 2 hours every day.”

Jolene Glennon, Finsource Partners

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Suitability report generator

Suitability reports in under an hour

Upload your meeting notes. Our AI builds the report in your firm's templates: your section headings, your structure, your language.

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Annual reviews, transfers, VCTs, fact-finds covered

Your section headings, your language, your structure

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

From 4-6 hours to under 1 hour per report. “Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

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Template management

Your templates, built for you

Share your existing templates. Our expert team builds them in AdvisoryAI. Most firms are set up within a few days.

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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 stored securely on UK servers.

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case studies

What advisers say about AdvisoryAI

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

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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.

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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.

Compliance-ready reports

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

Focus your paraplanners on judgement

Save up to 80% of suitability report production time, 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

Upload your real LOA packs. See the output.

Your templates. Your providers. Your compliance standards.

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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.

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Get started for free

case studies

What firms 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

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Join 2,000+ advisers across 400+ UK firms. Number 1 most-used adviser AI on FTAdviser.

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FAQs

Have a question? We're happy to chat

For questions or partnerships, contact us at team@advisoryai.com

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

It uses yours. When you onboard with AdvisoryAI, the team builds the AI to work from your firm's existing templates: your section headings, your language, your structure. Compliance gets reports in the format they already review. If your firm has multiple template types, including annual reviews, transfers, and VCT reports, our AI can be configured to handle each one.

Which document formats and providers does AdvisoryAI support?

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

If AdvisoryAI 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 AdvisoryAI up with our firm's templates?

How much does AdvisoryAI cost?

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

Book a demo

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For questions or partnerships,

For product support, help, contact us at support@advisoryai.com