About

Advisory AI is the world's first AI-Copilot for financial advisors, offering cutting-edge AI software that revolutionizes how financial professionals create and manage advisory documents. Its intuitive Software as a Service (SaaS) platform, accessible online, enables users to automate any advisory document in just 5 minutes, streamlining tasks like financial reporting and automated report generation for financial planners and paraplanners. Operating under a Paid, Proprietary license, Advisory AI positions itself as a key AI tool for financial advisers. The company maintains a social media presence on Twitter (https://twitter.com/alternativeto). As of December 2024, the platform has not yet accumulated user comments, reviews, or likes on Alternativeto, suggesting it may be a newer entrant or highly specialized solution in the market.