Parrot AI is the advisor's always-on AI teammate. The only AI assistant built natively into Advisor360°, Parrot captures conversations across every channel, organizes client documents, and turns meetings into clear summaries and actionable next steps so advisors can reclaim up to one full day each week.
More than a notetaker, Parrot connects insights across meetings and documents at the household level, helping advisors walk into every conversation prepared and ready to follow up with confidence.
Every conversation. Every document. Every opportunity. Connected.
Start your 14-day free trial and turn every conversation into insights and actions.
Work from anywhere
Access client information anywhere with the most powerful mobile app built for advisors. Call clients from synced CRM contacts and automatically capture call outcomes in Advisor360°.
Your book, fully searchable
Use Parrot's Ask AI to uncover insights across your household portfolio, helping you identify follow-ups, gaps, and opportunities for smarter client engagement.
End post-meeting busywork
Parrot captures every meeting, virtual or in person, with automatic notes, transcription, and secure, compliant storage to help advisors reclaim one full day every week.
Parrot AI Integrations
One AI teammate, connected across your entire advisory tech stack.
CRM
Productivity Tools
Financial Planning
Portfolio Management Tools
Stop digging through documents
Upload client documents, and Parrot automatically turns them into organized, searchable summaries your team can access and act on.
Create Workspaces by Advisor and Household
Share pages with anyone on your team. Organize your client meetings by advisor and household. Invite back-office team members to make collaboration easy.
Customize Access and Permission
Control who has the ability to view, edit, or manage every page you share.
Control What Gets Shared and Retained
You can choose what to share. Parts of a recording can be shared by simply cutting and pasting the video clip to its own page, keeping the full version private. Need to automatically delete recordings to meet FINRA and the SEC's data retention requirements? Parrot supports that too!
Reclaim one full day every week with the only AI assistant built natively into Advisor360°.
Compliance Without Compromise
Protect client data and meet SEC/FINRA requirements with security and compliance controls.
Automate Meeting Prep
Parrot reviews past meetings and surfaces key decisions, open items, and context so you walk into every client conversation knowing exactly what to focus on.
The Household Advantage
Organize insights, documents, and actions at the household level to seamlessly manage complex, multi-generational relationships.
Scale with confidence
Powerful admin options at your fingertips.
Single Sign-on
Integrate with any one of a variety of SSO providers via OpenID Connect
Multi-factor Authentication
Enhanced security measures to keep sensitive client data safe and secure
Team Management
Easily manage roles, permissions, and communications within your team.
Billing Management
Transparent, flexible billing options to suit your budget and needs.
Built by a team of security industry veterans
Security, privacy, and governance are built in from the start. Your data is yours. We never share it or train our AI model on it. Learn more.
