AdvisoryAI
AdvisoryAI automates the paperwork in UK financial advice, from capturing a meeting to drafting the suitability report in the firm's own template. Advice firms, advisers and paraplanners are the buyers.
Named agents split the work. Evie takes meeting notes, Emma drafts suitability reports and reviews, Colin runs compliance checks with a pass or fail per category, and Atlas answers questions across the client book with citations. The machine drafts and the adviser approves, which the company ties to the FCA rule requiring professional judgment.
AdvisoryAI names Brooks Macdonald and Bluecoat Wealth among more than 400 firms. Prices start at 89 pounds per user a month. It integrates with Intelliflo and Xplan, stores data on AWS in the UK and states ISO 27001. AdvisoryAI Group Ltd is registered in London.
Capability Axes
Capability grades
15 of 15 axes rated · 12 graded A or B
Evie turns meeting conversation into financial position, objectives and attitude to risk, Emma drafts suitability reports into the firm's own template, and Colin checks the files, so every step is model work. Templates and connectors are all that would remain once the models were gone.
The machine drafts and the adviser and paraplanner review and approve, a boundary justified by the professional judgment a suitability report demands. That puts a named person's approval between every draft and the client.
Colin returns a pass or fail per category, a compliance score and remediation guidance for each failed item, and answers from Emma and Atlas carry citations. A 95 percent accuracy figure for the checks has no method, and extraction accuracy, on which every check depends, is unpublished.
An annual meeting note fell from an hour and a half to 15 minutes, according to Louie Butlin of Brooks Macdonald, the named firm behind the figure. More than 2,000 advisers across 400 UK firms and reports cut from four to six hours to under one are aggregates with no method or sample.
Client data is not used for model training, according to the site description, though the privacy policy never addresses training. Supplier retention terms for meeting audio and drafts are not given.
Product users are covered by the privacy policy, which describes the financial data and soft facts processed and sets a 36 month retention period. AdvisoryAI Group Ltd is framed as controller rather than processor, which sits oddly with data the advice firm itself collects.
Homepage material claims ISO 27001 certification, alongside Cyber Essentials and encryption in transit and at rest. Certificate, certifying body and scope are unpublished, and earlier material described the certification as in progress.
Suitability rules from the FCA, the Conduct of Business Sourcebook and Consumer Duty are cited, and compliance checks map to obligation categories such as client profiling and recommendation justification. The advice firm holds the regulatory permissions, and no admission process stands behind the supplier's position.
Speech recognition varies with accent, dialect and hearing or speech difficulty, and a client heard less well may have objectives or risk tolerance captured less accurately in a document recommending what to buy. Extraction accuracy by accent or client group is unpublished, even though attitude to risk is inferred from conversation.
Conduct rules place suitability responsibility on the regulated firm, and the client keeps the ordinary complaints and ombudsman route. Its 30 day money back guarantee is a commercial refund rather than a commitment on output, and a client whose circumstances were extracted wrongly has no correction route described.
Models tuned on thousands of sample reports by former advisers and paraplanners are described without the base model they started from. Inference host, model provider and subprocessor list are all unnamed, though meeting audio and regulated drafts pass through them.
Intelliflo, Xplan and Plannr are named back offices, with notes, reports and client data syncing back rather than being exported, and International Adviser reported Intelliflo adding the integration from its side. Capture spans Microsoft Teams, Zoom and Google Meet, plus a mobile app for in person meetings.
Amazon Web Services in the United Kingdom holds the data, per the privacy policy, which matters to a regulator expecting to know where client files sit. Region selection and private deployment are not described, and where the model provider processes meeting audio is not said.
Monthly per user prices are published: 89 pounds plus VAT for Evie or Colin and 269 pounds for Emma, with enterprise pricing from 30 advisers and up to 10 percent off annual terms. Trials run 14 days with no card, though Atlas sits under a fair usage policy whose limits the pricing page does not state.
UK financial advice firms, from single adviser practices to enterprise accounts, are the market, with material built around advisers, paraplanners and compliance teams. Banks, insurers and buyers outside UK advice find no material of their own.
Compared With
Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.
Alternatives to AdvisoryAI
Vendors in the same categories as AdvisoryAI whose profiles look most alike, each with a line on what the product does. Similar is not the same: check that each one does the job you need. No vendor pays for placement.
Vega Minds sells Vega, an AI associate for financial advisers at RIAs in the United States and Canada.
DiligenceVault connects the institutions that allocate capital with the fund managers they invest in.
Continuum is an AI assistant for Canadian financial advisers.
Focal is an AI assistant for financial advisers and insurance producers in the United States and Canada.
Hazel is an AI platform for wealth management firms, offered by the custodian Altruist and sold to advisers wherever they custody.
Jump is an AI platform for financial advisers and the teams around them, covering the client meeting cycle, onboarding and practice growth.
The index publishes no overall score or ranking. See what we assess and the methodology.
Pricing
Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.
| Entry Price | Pricing Basis | Data Protection Terms | Implementation | Source |
|---|---|---|---|---|
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From 89 pounds plus VAT per user a month (Evie meeting notes, or Colin compliance checks). Emma suitability reports at 269 pounds plus VAT per user a month. Enterprise quoted from 30 advisers.
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Per user monthly subscription by agent. Evie, for advisers, covers meeting capture across Zoom, Google Meet and Microsoft Teams, a mobile app, structured notes, email summaries and back office integrations with Intelliflo, Curo, Xplan and Plannr. Emma, for paraplanners and administrators, covers template based suitability reports, annual reviews, fact finds and letter of authority summaries with citations. Colin, for compliance teams, covers client file and final report checks with scores and remediations. Enterprise, for 30 or more advisers, adds a custom proof of concept, a firm level management information dashboard, a dedicated account manager and support service levels. Billing is month to month, with up to 10 percent off annual terms, and a fair usage policy applies to Atlas. | Not tiered on the pricing page. | No implementation fee is published. A 14 day free trial needs no card, and a 30 day money back guarantee applies. | Vendor Published |
AdvisoryAI's pricing page lists these prices as of October 2, 2026, quoted in pounds before VAT. The fair usage limits on Atlas are not published.