Template Flexibility
Emma automates to your current templates,
ensuring consistency in your client communications
AdvisoryAI won 'Best in Show' at EATT2025
This is the second year running that we have been awarded as the 'Best in Show' after winning the same award at the Empowering Advice Through Technology (EATT) event in 2024 as well. Our AI Assistants Emma and Evie stole the show by showcasing ease of admin through workflow automation.
Precision
95% accurate
Reliable Ai Assisted suitability reports with citations. Eliminate human errors
Impact
Concise, yet comprehensive
Capture essentials including soft facts. Avoid information overload to clients.
Your data is in safe hands
Cyber Essentials Certified
Certified to Cyber Essentials standards, protecting against common cyber threats and vulnerabilities.
End to end Encryption
Your data is encrypted at rest and in transit, ensuring it remains private and protected at all times.
Built for Regulated Environments
Designed specifically for regulated financial advice, helping you stay compliant with confidence.
ISO 27001 (In Progress)
We’re actively completing ISO 27001 certification to further strengthen our information security.
