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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Adviserry turns the newsletters, YouTube channels, and podcasts (soon!) you already follow into a knowledge base your AI can answer from, making expert content finally readable and actionable. Instead of skimming smart takes, saving essays, and forgetting what to do with them on Monday morning, Adviserry reads everything from the experts you follow, syncs it against what you are building, and brings you the specific actions worth taking each morning. Adviserry is the only automated, cross-expert, actionable knowledge base in the world. Where others ask you to find the sources, create notes, or copy&paste text, Adviserry does the heavy lifting for you and turns your knowledge base from a dusty filing cabinet into a panel of expert advisors helping you to move forward. Connect your Gmail inbox, add your favorite YouTube channels, group creators into focused topic panels like Marketing, SaaS, or AI, and upload your own pitch decks, strategy docs, project briefs, market research, or business plans so answers are grounded in your actual situation. Every new newsletter and video is automatically ingested, transcribed, embedded, summarized, and made searchable, with no manual uploads or copy-pasting. Adviserry's MCP allows users to inject trusted expertise directly into their favorite LLM. Want the intelligence of frontier models, guided by the experience of the world's best marketers to develop your GTM plan? Tell Fable or GPT-5.6 to ask your /adviserry Marketing Panel how they'd launch your next product and see how Hormozi, Pete Campbell, and Amanda Natividad would work together to help your product grow. Adviserry's MCP also allows users to easily keep Adviserry's context about your project up-to-date - simply tell your LLM to /adviserry update-user-context.

Description

AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ChatGPT
Claude
Gmail
Model Context Protocol (MCP)
Nitrogen
YouTube

Integrations

ChatGPT
Claude
Gmail
Model Context Protocol (MCP)
Nitrogen
YouTube

Pricing Details

$14.99 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Adviserry

Country

United States

Website

adviserry.com

Vendor Details

Company Name

AdvisorEngine

Country

United States

Website

www.advisorengine.com

Product Features

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Alternatives

Alternatives

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