This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.
1.8.0
June 25, 2026
--Improved UX for media that cannot be played back due to retention policies --Minor bug fixes
Parrot AI is designed to help financial advisors manage client information, capture meeting details, and gain instant insights. It aims to save advisors time by handling tasks related to client interactions and follow-ups.
Yes, Parrot AI is available for free. The provided data indicates a 'Free' price point, with no mention of in-app purchases or subscriptions.
Parrot AI is available on iPhone and iPad devices. It is designed to be a mobile-friendly application for on-the-go use.
While the description highlights Parrot AI's integration with Advisor360°, specific security protocols for client data are not detailed. Users should refer to Advisor360°'s security policies for comprehensive information.
The latest version of Parrot AI is 1.7.0, last updated on May 27, 2026. This suggests a relatively frequent update cycle, ensuring the app remains current.
Users can expect to save significant time, stay focused on clients, and have immediate access to client context and meeting summaries. It keeps client records and follow-ups automatically connected to the Advisor360° platform.
Parrot AI has an age rating of 4+. This indicates it is suitable for users of all ages and does not contain mature content.
No, Parrot AI does not contain advertisements. The provided data indicates 'hasAds' is false, meaning users can expect an ad-free experience.
