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ease
features
design
support

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Description

The Runagood® Business Advisory System integrates hands-on expertise, interpersonal skills, and advanced technology to guide both business owners and advisors from their initial interaction to a lasting partnership focused on enhancing performance and value. For those entering the field of business consulting, the path is filled with challenges, as there are few formal qualifications or institutions to provide direction. Those who excel in this arena have often acquired their knowledge through years of expensive trial and error, alongside the gradual establishment of their reputations. This comprehensive system is designed to help you connect with business owners, cultivate trust, navigate their challenges and aspirations, and deliver solutions that boost their performance, all while generating sustainable subscription revenue. To streamline this process, we have created innovative technology that eliminates the tedious components of consulting, allowing AI Business Advisors® to focus solely on effective strategies that address the specific issues and goals of business owners. This approach not only enhances efficiency but also empowers advisors to foster deeper, more impactful relationships with their clients.

Description

Advisory AI stands as the pioneering AI-Copilot designed specifically for financial advisors, bringing innovative AI software that transforms the creation and management of advisory documents. Our user-friendly platform enables financial professionals to automate any advisory document within a mere 5 minutes, significantly enhancing productivity and conserving valuable time. We excel in automating essential reports such as Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. By streamlining the advisory process, our technology allows financial advisors to concentrate on providing outstanding client service while alleviating their administrative burdens. Embrace the power of Advisory AI to elevate your practice with efficient, AI-powered solutions crafted to meet the demands of today’s financial advisors, ensuring they can navigate complexities with ease and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£49/user/mo
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Runagood

Country

United Kingdom

Website

www.runagood.com

Vendor Details

Company Name

AdvisoryAI

Founded

2023

Country

United Kingdom

Website

advisoryai.com

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Product Features

Alternatives

Alternatives

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ValueMax

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