Who we are
Practitioners who built the tool we wished we had.
AdvisorPilot was built by advisors who have lived the review cycle: the statement chase, the retyping, the late night before a client meeting.
Because we have run these meetings ourselves, we built AdvisorPilot around one rule: software prepares, the advisor advises. That decides what gets automated (reading and drafting), what stays editable (every analysis and deliverable), and what never leaves your control (your recommendations).
Today we are onboarding our first independent advisors and small RIAs. We work closely with each one to see how reviews move through their practice today.
Custodian PDF
Statement chase
Positions
Spreadsheet
Narrative
Email draft
Confirmed holdings
Harold Smith
(example client, fictional data)
- BRK-****-5502Individual Taxable$1,284,905
- IRA-****-1945Traditional IRA$684,251
- 401K-****-7710401(k)$428,746
- FIA-SAMPLE-****-2719Fixed indexed annuity (generic, illustrative)$291,843
- FIA-SGP7-****-3196Fixed indexed annuity (generic, illustrative)$271,238
What we are
An AI integrated workflow application for portfolio review operations.
AdvisorPilot is not a robo-advisor, a model marketplace, or a client portal bolted onto a CRM. It is purpose-built analysis software for the on the fly work behind every portfolio review: AI Statement Reading turns custodian statements into a confirmed book of record, then AI-powered analysis and review-ready deliverables.
Our mission: help independent advisors walk into every meeting prepared, without adding staff, and with their judgment intact at every step.
How we work
Principles that govern the product.
- Software prepares and drafts; your firm retains full responsibility for advice, suitability, and client communications.
- Traceability from AI Statement Reading to outbound materials supports supervision when review prep happens live in the meeting with the client.
- Operational execution stays separate from fiduciary judgment. AdvisorPilot reinforces that line; it does not blur it.
- Built by advisors for independent advisors and firms that need wirehouse-grade discipline without wirehouse infrastructure.
Who we serve
Firms that outgrew informal review routines.
- Solo principals and lead advisors running a growing book of reviews with limited operations headcount.
- Analysts and paraplanners who need a single source of truth from AI Statement Reading through an AI-powered analysis draft.
- Small RIA ensembles standardizing review quality across advisors, offices, and handoff roles.
- Firms that already treat client reviews as a managed process, and want software that matches that discipline.
Larger firms
Built for larger firms, too.
We also work with larger firms. Enterprise RIAs and broker-dealers can bring AdvisorPilot to their advisors with organization-level teams, members, and shared client records, under custom pricing. Same principle at any size: software prepares, the advisor advises.
Next step
See a review in four steps, or start a conversation.
Walk through the product tour to see how AdvisorPilot supports each stage of a review, or reach out at hello@advisorpilot.ai to discuss fit for your firm.