AdvisoryAI
AdvisoryAI provides Atlas, an AI co-worker that automates administrative work for UK financial advice firms. Atlas converts client meeting recordings into structured notes, suitability reports, and compliance checks, integrating with back-office systems like Intelliflo and XPlan. The platform is used by over 2,000 advisers across 400+ UK firms, reducing report writing time from 4-6 hours to under one hour.
- Artificial Intelligence
- Enterprise Software
- Financial Technology
- Software Only
Funding
Raised to date
$586KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 1 round
$586K · Undisclosed
Announced Jun 2024
Disclosed cumulative: $586K
Founders
Product
Problem
Financial advisers spend a significant portion of their time on administrative tasks such as writing suitability reports, producing meeting notes, and updating client records, which reduces the time available for actual client advice. This administrative burden limits how many clients an adviser can serve and constrains firm growth and revenue per adviser.
Solution
AdvisoryAI provides Atlas, an AI co-worker that works across meetings, clients, and back-office systems to automate administrative workflows. Atlas records client meetings and generates structured notes that capture soft facts, action items, and follow-up emails. It produces suitability reports, annual reviews, and fact-finds from a firm's existing templates, and runs automated compliance checks against FCA Consumer Duty, COBS, and FCA Handbook standards. The platform connects with tools like Intelliflo, XPlan, Curo, and Plannr, and supports recording via Microsoft Teams, Zoom, and Google Meet. Advisers interact with Atlas in plain English, asking portfolio questions or requesting documents without learning commands.
Target Audience
Primary customers are financial advisers, paraplanners, and operations teams at UK wealth management and financial advice firms seeking to reduce administrative overhead and increase client-facing capacity.
Features
- AI meeting note taker that captures key points, soft facts, and nuances, with follow-up email drafting and pre-meeting prep from connected CRM systems
- AI report generator that builds suitability reports, annual reviews, and fact-finds from the firm's own templates, reducing report time from 4-6 hours to under 1 hour
- AI compliance checker that grades reports as pass, partial pass, or fail against FCA Consumer Duty, COBS, and FCA Handbook standards, with 95% accuracy
- Plain-English conversational interface for asking portfolio questions and executing workflows across the client book
- Integrations with Intelliflo, XPlan, Curo, and Plannr for data synchronization and meeting recording via Microsoft Teams, Zoom, and Google Meet
- Consumer Duty board report generation from audit trails