Adviserry

Adviserry is an AI-powered platform designed to help financial advisory firms reduce administrative work and spend more time serving clients. It combines an AI assistant, client information, report generation, and compliance checks in one workflow. The platform is built specifically for UK financial advisers, paraplanners, and operations teams. It handles large amounts of client documentation.

One of its key features is automated meeting notes, which capture important client details, action items, and follow-up tasks from conversations. Adviserry can also generate suitability reports using a firm’s existing templates and check documents against relevant compliance requirements. Adviserry integrates with tools such as Intelliflo, Plannr, Xplan, Zoom, and Microsoft Teams to help teams manage information more efficiently.