AdvisoryAI

Financial Adviser AI Co-Pilot

Free · Designed for iPad

AdvisoryAI is the ultimate AI Co-pilot designed specifically for financial advisors to streamline their meeting management and client interactions. Whether it’s a face-to-face meeting or a virtual session via Google Meet, Zoom, or Microsoft Teams, AdvisoryAI simplifies the entire process, allowing you to stay focused on what matters most—your clients. With built-in Google and Outlook calendar sync, you’ll never miss a meeting. Our platform automatically generates meeting transcripts immediately after each session, enabling you to create comprehensive reports at the click of a button. Push and pull client data seamlessly with Intelliflo and Plannr integration, giving you more control and flexibility over your client information. AdvisoryAI saves time, enhances productivity, and ensures you’re always on top of your client communications. Key Features: - Record face-to-face, Google Meet, Zoom, and Teams meetings. - Automatic meeting transcripts delivered instantly. - Seamless Google and Outlook calendar synchronization. - One-click report generation. - Push and pull client data seamlessly with Intelliflo and Plannr integration. - Designed specifically for financial advisors to improve meeting management and client interactions. - Stay organized, save time, and deliver better service with AdvisoryAI—your all-in-one AI Co-pilot for financial advisors.

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General improvements and bug fixes to enhance stability and overall user experience.

Version 1.6.9

The developer, AdvisoryAI, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • AdvisoryAI Group Ltd
    • Size
      • 43.3 MB
    • Category
      • Productivity
    • Compatibility
      Requires iOS 15.6 or later.
      • iPhone
        Requires iOS 15.6 or later.
      • iPad
        Requires iPadOS 15.6 or later.
      • iPod touch
        Requires iOS 15.6 or later.
      • Mac
        Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2024 AdvisoryAI Group Ltd
  • Developer Website
  • Privacy Policy

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