Sign up below for Transformers: AI in Disguise
an event by AdvisoryAI, hosted by Fundment
an event by AdvisoryAI, hosted by Fundment
Industry-leading Speakers
Implementation Stories
Drinks & Networking
Please let us know if you plan to attend
Meet our AI Employees
Meet our AI Employees
Meet our AI Employees
Evie
AI employee for financial advisers
With advanced dialect detection & vulnerability identification, adept at creating meeting notes, email summaries and updating fact finds within seconds
Evie
AI employee for financial advisers
With advanced dialect detection & vulnerability identification, adept at creating meeting notes, email summaries and updating fact finds within seconds
Evie
AI employee for financial advisers
With advanced dialect detection & vulnerability identification, adept at creating meeting notes, email summaries and updating fact finds within seconds
Emma
AI employee for paraplanners
Creates custom designed suitability reports, annual review reports, financial plans and summarises meeting notes in your style and tone of voice in 5 min
Emma
AI employee for paraplanners
Creates custom designed suitability reports, annual review reports, financial plans and summarises meeting notes in your style and tone of voice in 5 min
Emma
AI employee for paraplanners
Creates custom designed suitability reports, annual review reports, financial plans and summarises meeting notes in your style and tone of voice in 5 min
Get started in 1 day with your firm's custom reports setup on the platform
AI financial adviser software that makes you 10x more efficient
AI financial adviser software that makes you 10x more efficient
AI financial adviser software that makes you 10x more efficient
Reports written in your unique style
Reports written in your unique style
Reports written in your unique style
AdvisoryAI analyses the data, transforms unstructured information into the structured format you need and finally automates the entire report writing process by emulating your communication style
AdvisoryAI analyses the data, transforms unstructured information into the structured format you need and finally automates the entire report writing process by emulating your communication style
Set up your own custom templates
Set up your own custom templates
Generate reports in your own firm's custom designed templates as our AI employees fit directly into your existing workflows. Train Emma to improve your reports over time.
Generate reports in your own firm's custom designed templates as our AI employees fit directly into your existing workflows. Train Emma to improve your reports over time.
Multi-format support
Multi-format support
Upload files in any format on this financial adviser software. The platform supports uploads of pdf, word, mp3, mp4, connects so much more!
Upload files in any format on this financial adviser software. The platform supports uploads of pdf, word, mp3, mp4, connects so much more!
FAQ
FAQ
FAQ