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What is EATT?
EATT 2024 Disturbance Demo – AdvisoryAI
- Create Suitability Letters, and Annual review letters in under 10 minutes without any work required from admin or adviser.
- Create it exactly to your liking, bespoke to your company.
In their own words:
AdvisoryAI automates suitability letters and annual reviews for you in under 10 mins with no work needed, eliminating reporting from your day.
We combine financial advisor workflows with best-in-class AI models to work as agents, producing suitability letters and annual review reports in under 10 minutes, for a fraction of the cost.
Product Displayed: AdvisoryAI
Presenter: Alan Gurung