Select a supplier to view our in-depth analysis

Advisory AI

Aveni Assist

BAT Software

CodePan

digipro.ai

FP Alpha

Multiply

PlannerPal

Recordsure

Saturn

Wealth Mgmt GPT

WHO PARTCIPATED IN OUR AI SURVEY?

The following list showcases the companies who responded to our inaugural Adviser Artificial Intelligence (AI) technology guide.

We have already conducted deeper analysis of many of these, which once setup, you can access by clicking each company’s  logo to gain deeper insights into their specific AI initiatives. Additionally, for companies who gave presentations at our Artificial Intelligence in Financial Advice event or our Empowering Advice Through Technology conferences these will shortly be accessible here too.

Stay tuned for a deep dive! Once we’ve fully analysed the survey results thoroughly, we’ll be releasing additional details and dedicated pages that explore AI Tools and their specific applications within the financial adviser market.

DO YOU WANT TO BE KEPT UPDATED?

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  • Weekly analysis of Adviser Technology: Our weekly analysis keeps you up-to-date on the latest trends and innovations from our technology suppplier updates and demostrations. This ensures you’re informed about the new technology, including AI Tools and Services as they are being introduced in the market.

Plus, at the end of each month, you’ll also receive:

  • Monthly newsletter: This comprehensive summary details organisations around the world that are offering Artificial Intelligence technology for Financial Advice. We’ll cover both UK-based and international options.

By joining our mailing list, you’ll gain a significant advantage by staying informed about the latest developments in financial adviser technology. Sign up today!

 

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DO YOU WANT TO REACH OUT TO US DIRECTLY?

If you are a technology supplier who would like to be included in these pages, please contact any of the following via LinkedIn and we will contact you to discuss what is needed.

 

Ian McKenna

Ian McKenna

CEO and Founder

Jason Green

Jason Green

Chief Commercial Officer

Darren Madden

Darren Madden

Research Consultant