---
title: AdvisoryAI Reviews
meta_title: 'AdvisoryAI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how AdvisoryAI works for a business like yours.
date_modified: '2026-06-24'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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?open_modal_url=%2Fproducts%2Fadvisoryai%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fadvisoryai%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-10+19%3A36%3A11+-0500&secure%5Bsession_id%5D=46652930-a7d4-49e8-859b-aca162d5539c&secure%5Btoken%5D=c8d9463d509290f4f58f1bd8803e63bdb361496ceb88c606532a010ef969124e&format=llm_user)

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

**Content**
- Automation
- Marketing 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
- Activity Dashboard

**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
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

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

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

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

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top AdvisoryAI Alternatives
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