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.