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What  is EATT?

EATT 2024 Disturbance Demo – AdvisoryAI

Synopsis:

  • 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.

Our Analysis

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Company Info

HQ:  UK

Founded: 2023

Product Displayed: AdvisoryAI

Presenter: Alan Gurung

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What  is EATT?