# Parrot AI by Advisor360°

> AI-powered mobile assistant for financial advisors to manage clients and meetings. (iPhone/iPad app by Advisor360°, LLC.)

- Source: https://appshunter.io/ios/app/parrot-ai-by-advisor360/id6749899617 (this page in markdown: same URL + `.md`)
- Developer: [Advisor360°, LLC](https://appshunter.io/developer/1474964663)
- Category: Finance, Productivity
- Price: Free
- Rating: 4.80/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 18.2 · 24 MB
- Languages: American English
- Released: 2025-09-30
- Data updated: 2026-07-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/parrot-ai-by-advisor360/id6749899617/reviews.md

## What is Parrot AI by Advisor360°?

The mobile-friendly advisor assistant.

Get up to one full day back every week with the most powerful mobile app for financial advisors.

Parrot AI® handles the work behind every meeting so you can stay focused on your clients. Capture conversations, access client context, and move straight to follow-up without ever needing to go back to your desk.

As the only AI assistant built natively into Advisor360°, Parrot keeps your client records, meeting details, and follow-ups automatically connected to A360°.

Your Client Information in Your Pocket
-View full household profiles, including members, relationships, and contact details
-See a complete relationship summary and client context from your phone

Call and Capture in One Place
-Start calls directly from the household profile
-Choose and contact any client within the household without leaving the app
-Record calls or in-person meetings with a single tap

Ask AI for Instant Client Insight
-Ask questions across meetings, notes, and client records
-Summarize recent conversations and key details instantly
-Walk into every meeting with full context and prior decisions

Stay Organized Anywhere
-Revisit past Ask AI questions and insights anytime
-Stay aligned on client history, follow-ups, and commitments
-Maintain a continuous view of every client interaction

## Key features

- Client information access
- Meeting recording
- AI-powered insights
- Seamless client communication
- Organized client history

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/parrot-ai-by-advisor360/id6749899617/reviews.md

### 5/5 — Great assistant

*2026-04-08*

I’ve been using parrot ai for the last few weeks and it has been a great assistant tool for me to record phone calls and prepare for upcoming calls. Really cut down on my time spent in between client calls, and helps me remember things I’ve forgotten. Ask AI in particular is pretty helpful as I can just type in my question and it’ll search through my history and give an answer. 

Great tool, has made my life so much easier.

## Frequently asked questions about Parrot AI by Advisor360°

### What is Parrot AI used for?

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.

### Is Parrot AI free to use?

Yes, Parrot AI is available for free. The provided data indicates a 'Free' price point, with no mention of in-app purchases or subscriptions.

### What devices does Parrot AI support?

Parrot AI is available on iPhone and iPad devices. It is designed to be a mobile-friendly application for on-the-go use.

### How secure is Parrot AI for client data?

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.

### How often is Parrot AI updated?

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.

### What are the main benefits of using Parrot AI?

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.

### What is the age rating for Parrot AI?

Parrot AI has an age rating of 4+. This indicates it is suitable for users of all ages and does not contain mature content.

### Does Parrot AI have ads?

No, Parrot AI does not contain advertisements. The provided data indicates 'hasAds' is false, meaning users can expect an ad-free experience.

## Version history (last 5 releases)

### 1.9.0 — 2026-07-21

small bug fixes and performance improvements

### 1.8.0 — 2026-06-25

--Improved UX for media that cannot be played back due to retention policies
--Minor bug fixes

### 1.7.0 — 2026-05-27

-Recording phone calls with shared phone lines is now supported
-Bug fixes and performance improvements

### 1.6.0 — 2026-04-17

-Users can now cancel a stuck or ongoing upload from the playback view
-Added support to share audio and video files from other apps with Parrot
-Added option to include device data in support tickets for better bug diagnostics
-Minor bug fixes to improve upload and live activity experiences

### 1.5.0 — 2026-03-20

-We’ve added household summaries, where you can get an instant, synthesized view of an entire client relationship while on-the-go. Parrot AI now generates high-level summaries that pull context from recent meetings and files within a household.
-You can now chat with Parrot AI about a specific household using Ask AI for mobile! Ask questions across the family's entire history-not just a single meeting- to get instant answers to help you prepare for a call or summarize recent conversations.
-Stop your recordings without even unlocking your phone. We’ve added lock screen recording controls, allowing you to end a session directly from your lock screen—perfect for quickly wrapping up meetings while on the move.

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## More apps by Advisor360°, LLC

- [Investor360°®](https://appshunter.io/ios/app/investor360/id1046543495)
- [COMMLink®](https://appshunter.io/ios/app/commlink/id1064133726)
- [Advisor360°®](https://appshunter.io/ios/app/advisor360/id1475009556)
- [Investor360°](https://appshunter.io/ios/app/investor360/id6471432464)
- [Advisor360°](https://appshunter.io/ios/app/advisor360/id6479363025)

All apps by Advisor360°, LLC: https://appshunter.io/developer/1474964663

## Related topics

[advisor 360](https://appshunter.io/ios/topics/advisor-360) · [advisor advanced pro](https://appshunter.io/ios/topics/advisor-advanced-pro)

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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 2026-07-25.*