Parrot AI by Advisor360°

Finance

Free · Designed for iPad. Not verified for macOS.

The mobile-friendly advisor assistant. Get up to one full day back every week with the most powerful mobile app for financial advisors. Parrot AI® handles the work behind every meeting so you can stay focused on your clients. Capture conversations, access client context, and move straight to follow-up without ever needing to go back to your desk. As the only AI assistant built natively into Advisor360°, Parrot keeps your client records, meeting details, and follow-ups automatically connected to A360°. Your Client Information in Your Pocket -View full household profiles, including members, relationships, and contact details -See a complete relationship summary and client context from your phone Call and Capture in One Place -Start calls directly from the household profile -Choose and contact any client within the household without leaving the app -Record calls or in-person meetings with a single tap Ask AI for Instant Client Insight -Ask questions across meetings, notes, and client records -Summarize recent conversations and key details instantly -Walk into every meeting with full context and prior decisions Stay Organized Anywhere -Revisit past Ask AI questions and insights anytime -Stay aligned on client history, follow-ups, and commitments -Maintain a continuous view of every client interaction

  • 4.8
    out of 5
    5 Ratings

-Recording phone calls with shared phone lines is now supported -Bug fixes and performance improvements

The developer, Advisor360°, LLC, 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 Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contacts
    • Diagnostics

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

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

Seller
  • Advisor360°, LLC
Size
  • 25.2 MB
Category
  • Finance
Compatibility
Requires iOS 18.2 or later.
  • iPhone
    Requires iOS 18.2 or later.
  • iPad
    Requires iPadOS 18.2 or later.
  • Mac
    Requires macOS 15.2 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.2 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Advisor 360