AdvisoryAI
Summary
Suitability reports that take four to six hours to write don't get written more carefully — they get written faster and with more errors, or they create a backlog that caps how many clients your firm can serve.
AdvisoryAI is a paid AI platform built for UK financial advisory firms, covering meeting notes, suitability reports, annual reviews, and compliance checks. The vendor states report generation drops to under an hour once their team has built templates from your firm's existing documents — that onboarding step is a real dependency, not a background task. Meeting recordings from Teams, Zoom, or Google Meet feed into notes that capture soft facts alongside action items. Compliance checks run against FCA Consumer Duty, COBS, and FCA Handbook standards, returning pass, partial pass, or fail grades with cited gaps before a report leaves the desk. There is no API and no self-hosted option, so your data flow runs entirely through AdvisoryAI's infrastructure.
Bottom line: Pick this if your paraplanners are the bottleneck between adviser conversations and signed-off reports — but if your firm needs to self-host for data sovereignty or integrate into a custom tech stack via API, the architecture is a hard wall.
Pricing Plans
Subscription- Price
- £89 +VAT per user/month for Evie and Colin; £269 +VAT for Emma
Evie AI
Meeting notes & prep for advisers
- Instant recording and transcriptions
- Structured notes and follow-up emails
- System integrations
Emma AI
Suitability reports for paraplanners
- Works from firm templates
- All report formats covered
- Citations for reviews
Colin AI
Compliance checks
- Client file and final report checks
- 95% accuracy on framework
- Remediations and citations
Enterprise
For teams of 30+ advisers
- Firm-level MI dashboard
- Dedicated account manager
- Custom proof-of-concept
View full pricing on advisoryai.com →
Pricing may have changed since last verified. Check the official site for current plans.
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Pros
Sign in to edit- Template onboarding handled by AdvisoryAI's own team using your firm's existing documents, so reports come out in your format without a configuration sprint before the first report runs.
- Compliance checks reference FCA Consumer Duty, COBS, and FCA Handbook standards with pass/partial pass/fail grading and cited gaps, which means compliance issues surface at the desk before they reach your compliance officer — not after.
- Mobile app recording for in-person meetings alongside Teams, Zoom, and Google Meet support, so the transcription workflow covers both remote and face-to-face client conversations without a separate tool.
- Native integrations with Intelliflo, XPlan, Plannr, and Curo, so meeting notes feed into the CRMs your paraplanners already work in rather than creating a parallel record to reconcile.
- Atlas research interface answers portfolio questions in plain English with anti-hallucination guardrails, so advisers can pull tailored client insights without writing structured queries or exporting data to a separate tool.
Cons
Sign in to edit- Template setup requires AdvisoryAI's team to build from your documents before generation works — firms that want to onboard and run the same week face a dependency on an external setup process with no self-service option described in the docs.
- No API and no self-hosted deployment option means every document and client conversation goes through AdvisoryAI's cloud infrastructure. Firms with data sovereignty requirements or FCA-driven data residency obligations will need a legal review before signing, and many will rule it out entirely at that step — at which point a self-hostable alternative becomes the only viable path.
- The platform is built around UK regulatory standards (FCA, COBS, Consumer Duty). Firms advising clients under MiFID II, SEC, or other non-UK frameworks get meeting notes and report generation but no applicable compliance checking, which removes the most distinctive capability from the value proposition.
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About
- Platforms
- Web, Mobile app
- API Available
- No
- Self-Hosted
- No
- Last Updated
- 2026-06-12T22:23:08.575Z
Best For
Who it's for
- Financial advisers
- Paraplanners and admins
- Compliance officers in UK firms
What it does well
- Generating structured meeting notes from Zoom, Google Meet, or Teams calls
- Creating suitability reports and annual reviews from firm templates
- Performing compliance checks on client files with citations
Integrations
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Frequently Asked Questions
- Is AdvisoryAI free?
- AdvisoryAI is a paid tool (£89 +VAT per user/month for Evie and Colin; £269 +VAT for Emma). A 14-day free trial is available.
- Is AdvisoryAI open source?
- No — AdvisoryAI is a closed-source tool. Source code is not publicly available.
- What platforms does AdvisoryAI support?
- AdvisoryAI is available on: Web, Mobile app.
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Curated lists that include this category
Suitability reports, annual reviews, and compliance checks share the same failure mode in most advisory firms: they pile up behind the people qualified to write them, capping client capacity for everyone upstream. AdvisoryAI addresses that by automating three distinct workflows — meeting transcription and note-taking, document generation from firm templates, and pre-submission compliance checking — in a single platform built around UK regulatory standards. The core loop is: record the client meeting (in-person via mobile app, or through Teams, Zoom, or Google Meet), receive structured notes with action items and a follow-up email draft, use those notes to generate reports from your firm’s templates, then run the output through compliance checks before it reaches your compliance team.
The differentiating detail is the template onboarding model. AdvisoryAI’s team builds report templates from your firm’s existing documents rather than requiring you to configure them yourself. That means the output lands in your firm’s format from day one — suitability reports, fact-finds, and annual reviews that match what your compliance team expects. The vendor states this generates reports ready to review in under an hour, and a cited customer (Bluecoat) reports a drop from four to six hours per report to under one hour.
The platform fits firms where the constraint is adviser-to-paraplanner handoff: shared records replace handover notes, and the vendor claims three times the report throughput per paraplanner at the same headcount. Atlas, the platform’s AI research interface, handles portfolio questions in plain English with built-in anti-hallucination guardrails — useful for advisers who need to pull client-specific insights without writing queries. Where the platform breaks is at the infrastructure boundary: there is no API, no self-hosted deployment option, and no open-source layer. Firms with data residency requirements, bespoke CRM integrations beyond the supported list, or a need to embed this into a proprietary workflow will find the integration surface limited.
On the integration side, meeting notes connect with Intelliflo, XPlan, Plannr, and Curo. The platform is UK-specific — compliance checks reference FCA Consumer Duty, COBS, and FCA Handbook standards. Firms operating outside UK regulatory frameworks will find the compliance layer does not apply to their context.