AdvisoryAI automates meeting notes, suitability reports, and compliance checks. Save up to 80% admin, and unlock more, higher-quality advice for your clients.
Three powerful capabilities — each purpose-built for the workflows that cost your firm the most time.
Record your client meetings. Generate structured notes, action items, and a client follow-up email, in minutes.
80% time savedGenerate reports according to your firm's existing templates, not ours. Ready for your review before sending in minutes.
70–80% less report timeCheck your output against your compliance framework. Not after it comes back marked up from your compliance team.
95% accuracyGo from 1.5h meeting notes to 15 mins. From 4–6h to create a suitability report to under 1 hour.
10 LOA pack summaries in 1 hour instead of 3+, so your paraplanners review and approve more.
When documentation takes 80%, removing admin unlocks capacity and lets you serve more clients, better.
Works with the tools your advisers and paraplanners already use every day.
"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."
"An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes. I can see more clients and spend my time where it actually matters."
"Everything AdvisoryAI creates is instantly available across the platform. Our paraplanners save hours on every case, and compliance is no longer an afterthought."
See what AdvisoryAI looks like across a firm like yours.
For questions or partnerships, contact us at team@advisoryai.io