AdvisoryAI

Admin is the quiet ceiling on how many clients an advice firm can take on. An hour here on notes, a few more on a suitability report, and soon the diary is full of everything except advice. AI can lift a lot of that back off your advisers, but only when the firm is set up for it: documented templates, capacity to review, clean data. Our two-minute readiness check shows you where your firm stands across six foundations, and where the time is going each week. No email needed to see your result. https://lnkd.in/eJ34i6Qm

New: a two-minute AI-readiness check, built for UK advice firms. It scores the six things in your firm that decide whether AI actually gives your advisers their time back. Answer six short questions and you'll get: - A readiness score across the six foundations that matter most - An estimate of the hours your advisers could reclaim each week - A clear plan for closing whichever gaps you have You don't need an email to see your result. Takes about two minutes: https://lnkd.in/eJ34i6Qm

A good suitability report answers the client's worries. But first you have to find them. Instead of combing the transcript: "What concerns did the client raise during the meeting?" Every concern surfaced, ready to address on the page. 🎥 Watch it: https://lnkd.in/eFSVYxAH

Paraplanners: you weren't in the meeting. But you're the one writing it up. So you reconstruct it from the adviser's notes, a recording, and a bit of guesswork. Or ask Atlas: "Summarise the adviser's meeting with this client." The whole conversation, summarised, before you write a single line of the report. 🎥 See how: https://lnkd.in/eujEHcKZ Join us tomorrow for the next instalment of Ask Atlas.

Annual review in 10 minutes. When did you last speak to this client, and what did you cover? Skip the frantic note-reading: "Remind me what happened during the last meeting." Walk in fully briefed, every time. 🎥 30-second demo: https://lnkd.in/eAkvd8WS Join us tomorrow for the next instalment of Ask Atlas.

Client's on the phone. They mention something they told you months ago. You've got nothing. You could dig through every note from every meeting. Or just ask: "Remind me what this client said about their attitude to risk." Atlas pulls it straight from the record. You sound like you remembered. 🎥 Watch: https://lnkd.in/enGBpUEZ Join us tomorrow for the next instalment of Ask Atlas.

The meeting's over. Now the real work: what did you actually agree to do? Normally you'd scroll back through your notes and hope you wrote it all down. Instead: "What are the action points from this meeting?" Every follow-up, listed. Nothing slips through. 🎥 See it in action: https://lnkd.in/ec_nt2zz

We're #hiring a new Founding Software Engineer in Malaysia. Apply today or share this post with your network.

Two documents. One question: what changed? The old way: two windows side by side, eyes darting back and forth, praying you don't miss the one line that matters. Atlas does it in seconds: "Compare these two documents and tell me what's different." Miss nothing. Move on. 🎥 Watch it work: https://lnkd.in/erfu9Kkg

"How much has this client actually paid in?" Cue 20 minutes of scrolling through statements, adding up figures by hand. Attach the docs and ask Atlas instead: "Summarise this client's contributions." It reads every statement and hands you the number. 🎥 60-second demo: https://lnkd.in/e4wgfiEb Join us tomorrow for the next instalment of Ask Atlas.