£100/month
Suitability Report Writer (Soon)
AI Notes: 1 - 20 Advisers
Instant AI-Powered Notes
Turn recordings into clean, FCA-ready meeting notes. Clear summaries, client objectives, and action items, auto-captured and structured
Record In-Person or Online Meetings
Capture every conversation securely — Via Mobile app or Zoom & Teams supported
No Bots in Meetings
Unlike other tools, we don’t interrupt client rapport. You’re always in control
Export to CRM or Share with Team
Export Notes as a Word document
Full Integration suite
Integrate AutoAdvise with Outlook, Teams, Google, Zoom & more
Tailor Notes to Your Style
Use our proven template or upload your own — tailored outputs, no post-editing
Secure, Private & Built for Compliance
Designed with FCA expectations in mind. UK-hosted, encrypted, ISO27001-ready. Your client data stays protected
AI Notes: 20+ Advisers
Additional Features:
Multi-User Admin Portal
Centralised visibility over all adviser activity
Team-Based Template Customisation
Different styles per team or adviser type
Dedicated Support + Onboarding
Slack channel or real-time onboarding workshops
Custom Integrations
Pull/push into bespoke systems
Advanced User Permissions
Role-based access, audit trails, redaction
Performance Insights
Analytics dashboards for compliance and adviser coaching
ISO27001 / Vendor Due Diligence Pack
For procurement teams and bank-level scrutiny
Generate Full Suitability Reports Instantly
No more blank page or 4-hour write-ups
Custom Templates for Your Firm
FCA-aligned with your own branding and tone
Pulls from Notes + Provider Docs
Combines what was said with what was shown
Compliance Prompts Built-In
Missed risk warnings? Missing rationale? We’ll flag it
Ongoing Template Updates
Regulation changes? We’ve got you covered
Feedback Loop With Compliance
Easy tweaks, version control, comments and reviews
Coming Soon..
Custom Pricing
