The AI Platform Built for Financial Advisers
Made by Existing UK Financial Advisors
How it Works
Set up in 60 seconds
From meeting to compliance-ready output — Advicly handles everything automatically.
01
During the meeting
Advicly joins and takes notes for you
Connect your calendar and Advicly automatically joins every meeting — or use the mobile app for in-person. It listens, transcribes and structures everything in real time.
Waiting...
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Alex (Adviser)
HC
Hannah (Client)
✦ Advicly is taking notes automatically
02
After the meeting
A complete structured analysis, instantly
The moment your meeting ends, Advicly generates a full summary, extracts every action item, and drafts your follow-up email and compliance documents — all before you leave the room.
Meeting Summary
AI Generated03
Harness AI across your book
Turn every meeting into a compliant, organised practice
Advicly doesn't just take notes — it generates suitability letters, review letters and fact finds, tracks every action item, drafts follow-up emails in your voice, and searches your entire client history instantly.
- ✓Suitability & review letters generated automatically
- ✓Action items tracked and assigned from every meeting
- ✓Follow-up emails drafted and ready to send
- ✓Ask Advicly anything about any client, any time
Your AI-powered practice
Always on
FAQ
Frequently asked questions
Does Advicly join my meeting automatically?+
Is my client data safe?+
Does it work for in-person meetings?+
How long does setup take?+
Can I upload existing client documents?+
Will my compliance officer approve this?+
What's included in the free plan?+
Can I switch from monthly to annual?+
What happens to my data if I cancel?+
