# AdvisoryAI Reviews
**Vendor:** AdvisoryAI  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About AdvisoryAI
AdvisoryAI offers AI financial planning software designed for financial advisers, enhancing productivity by turning client interactions into compliant, customized reports in as little as 30 minutes. With tools like Evie for collating client data and Emma for report generation, the company allows advisers to focus more on client relationships while ensuring compliance through its AI system. The platform also features Colin for quality assurance, making it a trusted partner for firms looking to streamline their processes. By leveraging advanced technology, AdvisoryAI aims to increase adviser capacity and improve service quality in the financial advice sector.






- [View AdvisoryAI pricing details and edition comparison](https://www.g2.com/products/advisoryai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-23+13%3A18%3A42+-0500&secure%5Bsession_id%5D=340615c1-fefc-4844-89d2-fce90d992a37&secure%5Btoken%5D=af9688f128edb9b66888297fed336d821bcc9f08bc4ec0867e9c0fdcb04e7e17&format=llm_user)

## AdvisoryAI Features
**Conversation Intelligence**
- Action Items
- AI Meeting Transcription
- Sentiment analysis

**Content**
- Automation

**Workflow**
- Triggering
- Email drafting
- Form Pre-fill
- CRM Auto-Logging

**Compliance**
- Document verification
- Language Monitoring
- Audit Trail
- Access Control
- Triggering

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Insights**
- Next Best Action
- Client Interaction Analysis
- Revenue Opportunity

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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