Directory of AI meeting assistants for financial advisers

AdvisoryAI automates the documentation load in United Kingdom financial advice, running from meeting capture through to a draft suitability report in the firm's own template. Named agents handle meeting notes, report drafting, pre meeting preparation, letter of authority pack summarisation and book wide querying with citations back to the record. A compliance layer runs 42 automated checks across anti money laundering documentation, client profiling completeness, risk assessment adequacy, recommendation justification and report quality, returning a pass or fail per category with a percentage score and specific remediation guidance before a report reaches the compliance team. The stated boundary is that the machine drafts and the adviser and paraplanner review and approve, tied explicitly to the conduct rule requiring professional judgement.

Ammonite AI is a United Kingdom company selling Planbot, a report drafting tool for financial advice firms, launched in February 2026. Its co founders Rob Harradine, who is also chief commercial officer, and Caroline Duff are both former Chartered financial advisers with around thirty years of combined experience in wealth management, and previously built and sold their own advice business, with Duff also working as a paraplanner. Planbot converts an advice firm's existing manually populated templates into model driven documents, ingesting fact finds, meeting transcripts, pension policy documents, portfolio valuations, statements and fee schedules and populating the firm's own template in seconds. It is aimed specifically at suitability reports and annual reviews, the two documents that create the largest drafting backlog in a paraplanning team. The firm keeps control of the template and can change it on an ongoing basis without vendor involvement, and exported documents retain the firm's own layout, tone, voice and branding. The company reports that users have more than halved the time taken to produce a suitability report. Simpson Wood, an advice firm using the tool to clear an annual review backlog, is named publicly with its head of client servicing describing faster turnaround to clients. The founders position the product explicitly as assistive rather than autonomous, stating publicly that the model can make mistakes and that a human check is required at the end of the process to confirm the output remains compliant and suitable.

Automwrite is a United Kingdom platform that drafts regulated advice documentation for financial advice firms, positioned as an operating system for advisers rather than a single tool. A meeting bot joins video calls on the major conferencing platforms or a phone application records in person meetings, transcription and extraction populate a client profile, uploaded documents and handwritten notes are parsed and checked for missing data and conflicts, and the platform then drafts follow up emails and full suitability reports in the firm's own template and voice, delivered to the client for electronic signature. Compliance gated checks run before a report is written to confirm the required information is present. The company was founded by Logan Gibson with co founder Wesley Gibson, built by a diploma qualified financial adviser alongside an engineering team, and ships native applications on both mobile platforms alongside the web product. Named users quoted on its own site with individual names and titles include the chief executive of My Pension Expert, the group head of GSB Wealth, a senior adviser at Purpose FP, the practice owner of Blithe House Financial Management and a director of Matthew Douglas. The product is sold on a self serve basis with a public pricing page, a three day free trial and self onboarding. Its distinguishing disclosure is a dated public artificial intelligence transparency page naming every third party model provider it relies on, the processing activity each performs and the country in which that processing occurs, together with a stated position that those providers are not permitted to use customer data to train their models.

CogniCor builds AI copilots for wealth management firms, broker dealers, registered investment advisers and insurers, grounded in each firm's own document library rather than in general knowledge. Its enterprise platform lets a firm assemble copilots from templates and its own ingested knowledge, while the advisor product handles meeting preparation, notes, client summaries, follow up drafts and customer relationship record updates, unifying planning, portfolio, relationship and interaction data into a continuously maintained household view and surfacing gaps, opportunities and next actions from it. The company states automation runs up to last mile approvals and exceptions. It is founded on its chief executive's doctoral research and runs on a named frontier model service.

Continuum captures Canadian financial advisers' client meetings without a bot joining the call, across video platforms, desktop softphones and in person on mobile, then generates notes and action items and pushes them automatically into the adviser's CRM record. Around that sit smart client profiles, task automation, natural language search across CRM data, and Pages, interactive branded client deliverables. The platform synthesises meetings, email and CRM data to surface next best actions, and runs as a single desktop application. It is built deliberately for the Canadian market rather than adapted from United States tools, and is SOC 2 Type 2 certified, compliant with Canadian privacy legislation and Canadian data resident.

FinMate AI sells meeting documentation to financial advisers, and its positioning rests on provenance: it was built by an adviser who had the problem himself, and its output is shaped around the meeting types advisers actually run rather than a generic summary format, with distinct templates for discovery, review and the rest. It captures virtual, telephone and in person conversations, and unlike several competitors in this pocket it does record audio and video, with a mobile application for face to face meetings and the ability to upload a recording captured elsewhere for transcription. From the transcript it produces structured notes, drafts follow up communication, pre fills forms from what was discussed, and infers client mood across a conversation. Notes and tasks push outward to a named set of client relationship systems, and the product connects to the major conferencing platforms and both dominant calendar services, with a total of around eleven named connections. It operates in five languages covering English, Spanish, German, French and Italian, which is broader linguistic reach than any other meeting assistant assessed in this pocket, and the company has engaged the Australian advice market through its trade media. Two commitments are published in the company's own voice: a Type 2 service organisation control certification, and an undertaking never to train its models on customer data. Based in San Francisco and founded by Daniel Yoo.

Focal is a productivity platform for financial advisers and enterprise wealth teams that captures client meetings across video, phone and in person, then turns them into structured output: notes, tasks, follow up emails, CRM updates, know your customer and onboarding workflows, and auto filled fields in planning software and forms. It also handles pre meeting preparation, assembling an agenda and a client overview from calendar, CRM and prior notes, and offers performance coaching. Its automations work across adviser tools with or without an interface to connect to. Security is central to the pitch: models are stateless and do not require transcripts to produce summaries, no meeting audio or video is stored, and no customer data is used to train or fine tune models. A parallel product serves insurance producers.

Jump sells an artificial intelligence assistant built for financial advisers and the operations staff around them, covering the whole arc of a client meeting rather than the transcript alone. Before a meeting it assembles a preparation summary from client records, recent interactions and custodian or portfolio data. During the meeting it captures audio across video conferencing, telephone and in person settings, with the firm choosing whether that capture is transcript only, summary only or full audio and video, so the setting can be matched to the supervision and record keeping policy the firm already operates. Afterwards it produces structured notes written to the adviser's own style and the firm's own template, extracts tasks and financial data points, drafts client recap emails and proposes record updates already mapped to the right contact in the right system. Those outputs are then synchronised outward through more than forty two way integrations spanning client relationship systems, financial planning tools, portfolio and reporting platforms, custodians, telephony and calendars, with the ability to write to custom fields and custom objects rather than notes and tasks alone. A separate insights capability reads sentiment and recurring topics across a book of clients, flagging shifts in client tone that may signal relationship risk. The company states that more than 35,000 advisers use the platform. Independent industry research published by a widely followed adviser technology researcher identifies it as the clear leader of the meeting support category, at an adoption rate approaching one in ten of all financial advisers surveyed, with the nearest competitor a distant second, and the same category grew from a single tracked product to fourteen in one year of an independent software survey, reaching aggregate penetration of roughly 43 percent of advisory firms. Following a capital raise reported at 20 million dollars the company acquired Mobile Assistant, a long established dictation and transcription service for advisers, together with its user base. It is based in Salt Lake City, Utah, and has raised a Series B round with Sorenson Capital among its investors.

Marloo is an assistant for financial advisers, paraplanners and support staff across wealth, planning, insurance and mortgage advice, recording client meetings on any conferencing platform or in person through a mobile app and turning them into summaries, advice documents, statements of advice, filled forms and drafted client emails. An archive query feature answers questions across every stored transcript, document and note for a client, and a practice tier adds permissions, templates and firm wide compliance oversight. The company states it runs on named third party model providers under zero data retention enterprise agreements, and publishes a per adviser monthly price. Live across Australia, New Zealand, the United Kingdom, Ireland and South Africa.

Mili sells an assistant to wealth management firms and tax planners, built on an architectural decision the company treats as the product's foundation rather than a feature: it makes no recording and puts no bot into the call. Audio is processed as the conversation happens and notes appear in real time, so the artefact a compliance officer would otherwise have to retain, supervise and eventually produce never exists. It works across the main video platforms, telephone calls and in person meetings, and each firm configures its own templates and scoring rubrics so output matches how that firm documents advice rather than a generic format. The company reports advisers recovering more than six hours a week. In February 2026 it launched Mili Office, extending from the meeting into an agentic platform that runs complete workflows across the systems a firm already has, connecting bidirectionally to six named client relationship systems, a financial planning platform, both major calendar services and a custodian, on the argument that an adviser toggling between five or more systems daily should be able to work through one conversation instead. In the 2026 independent adviser software survey, the largest of its kind, Mili took the highest user rating in the meeting documentation category at 8.69 across more than fourteen tracked products. Founded in 2024 by Chirag Gandhi, Siddharth Bulia and Vennela Miryala, with roughly 35 staff, offices in Texas and California, and two million dollars in seed funding led by Chiratae and BoldCap with participation from a wealth advisory firm among its investors.

PlannerPal is a United Kingdom workflow platform for financial advisers, paraplanners and support staff, led by chief executive and co founder Mark Whitcroft. It records face to face, Microsoft Teams and Zoom client meetings without requiring a meeting bot, produces transcripts, and generates seven document types in the individual adviser's and firm's own style, including meeting notes, client emails, proposals, review letters, advice letters and suitability reports, with citations intended to evidence data completeness. A customer relationship management updater proposes record changes back to the adviser's back office rather than writing them silently, and generated notes are cross checked against live data held in the connected system. In January 2026 it added a pre meeting preparation pack that assembles a firm defined client briefing from portfolio valuations, tax and allowance summaries, progress against goals, actions and communications since the previous meeting, compliance status and a personalised agenda, drawing on records, prior notes, uploaded documents and valuation statements. The company positions this as addressing preparation rather than the post meeting administration that most competing tools target. Integration with intelliflo is direct and listed in that vendor's partner directory, and the models are described as trained specifically for the United Kingdom advice market so that product names and industry terminology are handled correctly. Reported usage covers more than three hundred and fifty firms, with average administration and post meeting time down fifteen to twenty percent.

Saturn automates the compliance and back office load inside United Kingdom financial advice firms, covering suitability report generation, regulatory workflow, investment research and client data consolidation into a single record. The platform is built around each firm's own internal policies and the conduct rules it operates under rather than being a general workflow tool adapted to advice, and its models are refined continuously by an in house team of compliance specialists and paraplanners. Every document the system generates is subject to mandatory adviser review before it reaches a client, so the firm retains oversight and regulatory accountability. The stated purpose is closing the advice gap by cutting the cost of delivering regulated advice.

Zeplyn automates the meeting lifecycle for financial advisers and wealth firms, assembling smart agendas from prior conversations, customer records, custodial data and open tasks before a meeting, capturing structured notes and action items during it without recording the audio, then drafting follow ups and syncing everything to the systems of record afterwards. Its Agent Nexus layer runs specialised agents across a firm's meeting notes, customer records, email and documents to answer questions and carry out tasks, and its models are custom built for wealth management rather than general purpose.

Zocks sells an assistant to financial advisers built around a specific architectural choice: it captures client conversations without making recordings, and turns what was said into structured data. From that data it produces meeting preparation and notes with speaker attribution, populates intake and account opening forms, drafts tailored client emails, processes documents, and fills financial planning, onboarding and proposal systems, with the company claiming an adviser can move from a client meeting to a proposed plan in under ten minutes. A later agentic layer works across an adviser's whole book rather than a single meeting, answering plain language questions about the client base such as which families hold no college savings arrangement or which clients are approaching a required minimum distribution age, then suggesting a next action the adviser completes in one click. Distribution runs through out of the box integrations, a programmatic interface and an interoperability protocol server that reaches client relationship, email, calendar and planning systems as well as the general purpose assistants an adviser already uses. Founded in 2022 and based in San Francisco, the company raised a forty five million dollar round in January 2026 taking total funding to sixty five million, states more than five thousand financial firms use the platform, and names several large advisory and insurance groups among its enterprise customers.