AdvisoryAI

AdvisoryAI

About this app

AdvisoryAI is designed to help financial advisors streamline meeting management and client interactions. Whether in-person or online via Google Meet, Zoom, or Microsoft Teams, AdvisoryAI ensures every conversation is captured, organized, and transformed into actionable insights.

With built-in Google and Outlook calendar sync, you’ll never miss a meeting. Recordings are securely stored, and transcripts are generated instantly after each session, making it easy to create professional client reports. AdvisoryAI also integrates with Intelliflo and Plannr, so you can manage client data more efficiently.

Why we need microphone access:
AdvisoryAI uses the microphone to record your meetings—even when running in the background—so you can replay and review conversations without interruption. The recording service must run in the foreground to ensure reliability and prevent loss of important information.

Key Features:
• Record meetings: face-to-face, Google Meet, Zoom, and Teams.
• Automatic transcripts delivered instantly.
• Google & Outlook calendar synchronization.
• One-click report generation.
• Intelliflo & Plannr integration for seamless data management.
• Stay organized, save time, and deliver better client service.

AdvisoryAI keeps you focused on what matters most—your clients.

What’s new

- Resolved issues within the Multi-Factor Authentication (MFA) workflow for both authenticator apps and email verification.
- Introduced local configuration options for automated post-cleanup uploads and recording purges to optimize disk space.