Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Adviserry turns the newsletters, YouTube channels, and podcasts (soon!) you already follow into a knowledge base your AI can answer from, making expert content finally readable and actionable. Instead of skimming smart takes, saving essays, and forgetting what to do with them on Monday morning, Adviserry reads everything from the experts you follow, syncs it against what you are building, and brings you the specific actions worth taking each morning.
Adviserry is the only automated, cross-expert, actionable knowledge base in the world. Where others ask you to find the sources, create notes, or copy&paste text, Adviserry does the heavy lifting for you and turns your knowledge base from a dusty filing cabinet into a panel of expert advisors helping you to move forward.
Connect your Gmail inbox, add your favorite YouTube channels, group creators into focused topic panels like Marketing, SaaS, or AI, and upload your own pitch decks, strategy docs, project briefs, market research, or business plans so answers are grounded in your actual situation. Every new newsletter and video is automatically ingested, transcribed, embedded, summarized, and made searchable, with no manual uploads or copy-pasting.
Adviserry's MCP allows users to inject trusted expertise directly into their favorite LLM. Want the intelligence of frontier models, guided by the experience of the world's best marketers to develop your GTM plan? Tell Fable or GPT-5.6 to ask your /adviserry Marketing Panel how they'd launch your next product and see how Hormozi, Pete Campbell, and Amanda Natividad would work together to help your product grow. Adviserry's MCP also allows users to easily keep Adviserry's context about your project up-to-date - simply tell your LLM to /adviserry update-user-context.
Description
AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.
API Access
Has API
No
API Access
Has API
No
Integrations
ChatGPT
Yes
Claude
Yes
Gmail
Yes
Model Context Protocol (MCP)
Yes
Nitrogen
No
YouTube
Yes
Integrations
ChatGPT
No
Claude
No
Gmail
No
Model Context Protocol (MCP)
No
Nitrogen
Yes
YouTube
No
Pricing Details
$14.99 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Adviserry
Country
United States
Website
adviserry.com
Vendor Details
Company Name
AdvisorEngine
Country
United States
Website
www.advisorengine.com
Product Features
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
No
Territory Management
No