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Average Ratings 0 Ratings
Description
Advisory AI stands as the pioneering AI-Copilot designed specifically for financial advisors, bringing innovative AI software that transforms the creation and management of advisory documents. Our user-friendly platform enables financial professionals to automate any advisory document within a mere 5 minutes, significantly enhancing productivity and conserving valuable time. We excel in automating essential reports such as Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. By streamlining the advisory process, our technology allows financial advisors to concentrate on providing outstanding client service while alleviating their administrative burdens. Embrace the power of Advisory AI to elevate your practice with efficient, AI-powered solutions crafted to meet the demands of today’s financial advisors, ensuring they can navigate complexities with ease and efficiency.
Description
ContaDeal serves as a comprehensive financial automation solution that integrates AI-driven workflows to streamline invoicing, tax reporting, VAT management, and reconciliation within a single platform, enhancing efficiency and accuracy for its users. This innovative system aims to reduce the complexities often associated with financial tasks, offering a seamless experience for businesses.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£49/user/mo
Free Trial
Yes
Free Version
No
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AdvisoryAI
Founded
2023
Country
United Kingdom
Website
advisoryai.com
Vendor Details
Company Name
PRISMA Software
Founded
2024
Country
Romania
Website
contadeal.ro/