# AdvisoryAI — Financial Adviser AI Co-Pilot

> Financial Adviser AI Co-Pilot (iPhone/iPad app by AdvisoryAI.)

- Source: https://appshunter.io/ios/app/advisoryai/id6737060147 (this page in markdown: same URL + `.md`)
- Developer: [AdvisoryAI](https://appshunter.io/developer/1774505670)
- Category: Productivity, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 52 MB
- Languages: American English
- Released: 2024-10-24
- Data updated: 2026-08-19
- User reviews in markdown: https://appshunter.io/ios/app/advisoryai/id6737060147/reviews.md

## What is AdvisoryAI?

AdvisoryAI is the ultimate AI Co-pilot designed specifically for financial advisors to streamline their meeting management and client interactions. Whether it’s a face-to-face meeting or a virtual session via Google Meet, Zoom, or Microsoft Teams, AdvisoryAI simplifies the entire process, allowing you to stay focused on what matters most—your clients.

With built-in Google and Outlook calendar sync, you’ll never miss a meeting. Our platform automatically generates meeting transcripts immediately after each session, enabling you to create comprehensive reports at the click of a button. Push and pull client data seamlessly with Intelliflo and Plannr integration, giving you more control and flexibility over your client information. AdvisoryAI saves time, enhances productivity, and ensures you’re always on top of your client communications.

Key Features:
- Record face-to-face, Google Meet, Zoom, and Teams meetings.
- Automatic meeting transcripts delivered instantly.
- Seamless Google and Outlook calendar synchronization.
- One-click report generation.
- Push and pull client data seamlessly with Intelliflo and Plannr integration.
- Designed specifically for financial advisors to improve meeting management and client interactions.
- Stay organized, save time, and deliver better service with AdvisoryAI—your all-in-one AI Co-pilot for financial advisors.


## Version history (last 5 releases)

### 1.6.15 — 2026-08-14

1. Fixed an issue where recordings interrupted by a phone call could fail to resume properly
2. General performance and stability improvements

### 1.6.14 — 2026-03-10

- Enabled biometric authentication for a faster, more secure login experience.
- Performance enhancements and bug fixes for improved app stability.

### 1.6.13 — 2026-02-19

- 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.

### 1.6.11 — 2026-01-19

Resolved an issue where recording sessions failed to resume after an audio interruption and implemented general stability improvements for a better overall experience.

### 1.6.9 — 2025-12-24

General improvements and bug fixes to enhance stability and overall user experience.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*