AdvisoryAI 2025 Wrapped
A year of efficiency, growth, and recognition
121,262
reports automated in 2025
Powering advice firms across the UK
At 1.5 hours saved on average per report
181,893
hours saved this year
That's
22,737
working days — or
62
years back to advice firms
2,000+
users across
300+
advice firms
373% growth in terms of reports generated from Q1 to Q4
Quarterly performance demonstrating consistent acceleration throughout the year
Top 5 templates our users loved
Meeting Note
Email Summary
Annual Review
Pension Switch
ISA Top-Up
🏆
Awards won in 2025
🥇
Fintech Startup of the Year
🏅
EATT Best in Show 2025
⭐
FT Adviser — Best Product Award
(Voted by advisers)
🥇
NextWealth — #1 AI Platform In Wealth Management
🎯
Best Transcription Accuracy
(Market comparison)
📊
Advisersoftware.com
- Most Popular Tool For Advisors
Here's to an even bigger 2026
🎉
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