AdvisoryAI

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.