Parrot AI®, by Advisor360°

The AI assistant for every client interaction, Parrot is the always-on meeting solution — built for financial advisors.

Much more than a notetaker, Parrot is the AI teammate that supports advisors through every stage of their client workflow — from client meeting prep to follow-up tasks.

Built with enterprise-grade security and compliance from day one.

Start your free 14-day trial and turn every client conversation into insights, actions, and compliance records.

Zoom, Meet, Teams, Webex or "Bring Your Own"

Stay focused on clients and let Parrot – your AI teammate – do the rest. It joins your meeting, takes notes and transcribes automatically, saving secure copies only accessible to your firm. You can also upload your own recordings – we support a dozen different formats.

Record Screen Demos

Sometimes the best way to get your point across is to show and tell. Use Parrot to record yourself walking through financial plans, performance metrics, or onboarding steps for your clients or team members.

In-person Meetings and Phone Calls

With Parrot, it's easy to stay compliant and client-focused by capturing key insights from in-person meetings and phone calls. When conducting meetings in-person or over the phone, Parrot will record the audio from your discussion and ensure that nothing slips through the cracks.

Magic Moments

A "clip" in Parrot is a snapshot of your meeting, including transcript, audio, and video. Clips can be any length and are fully editable and easy to create – just copy and paste!

Paste a clip or multiple clips on a page and share that page with anyone on your team. They'll only be able to access the clips you want them to see, keeping your full records secure.

You can also easily redact any portion of a transcript, which will permanently delete both text and video.

Find what matters, instantly

During your meeting, Parrot looks for shared slides or account screens and flags those moments as snapshots. It also detects changes in topics that you can easily sift through after the fact.

Query your meetings

Want to pinpoint something a client shared with you? Ask Chat AI. Need a follow-up email generated? Make Chat AI your thought partner.

Organize your team's knowledge your way

Parrot's householding model reflects your client's overall financial landscape. Add members, combine or split households. Provide back-office access as needed.

Collaborate with ease

Use commenting to chime in, ask questions or highlight a key point. Keep hybrid and distributed advisory teams aligned on client needs.

Lighten your post-meeting lift

Share AI-generated meeting summaries and action items with your team. Create templates to ensure notes are catered to each meeting type. Tailor them to fit your specific needs.

Make your team's pages your own

Enrich the pages with images, tables, links and video clips. Edit away with bullets, formatting, numbered lists, and more.

Share easily. Collaborate securely.

With the help of Parrot AI, your teammate with perfect memory, no information slips through the cracks. It ingests financial documents securely, simplifying meeting prep and automating follow-up. Empower your team with AI, giving advisors a single source of truth for every client interaction.

Search with precision

Find what you need, right when you need it.

From Admin to Advice

Save hours each week automating meeting prep, documentation, and CRM updates.

Compliance Without Compromise

Protect client data and meet SEC/FINRA requirements with security and compliance controls.

Client Conversations, Elevated

Enter meetings prepared to deliver personalized, timely advice and execute follow-up tasks immediately.

The Household Advantage

Organize insights, documents, and actions at the household level to seamlessly manage complex, multi-generational relationships.

Bring AI to Document Processing

Securely upload financial statements, wills, and other client documents so Parrot’s AI can apply search and generative AI across them. Quickly find what you’re looking for or generate a summary in seconds.

Manage more

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.

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