Parrot is the AI assistant built by Advisor, for advisors.
We're more than a notetaker, Parrot is the AI teammate you can rely on every step of the way — from client meeting prep to follow-up tasks.
Start your free 14-day trial and turn client conversations into insights, tasks, 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 cut 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.
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.
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.
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.
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.
Make your team's pages your own
Enrich the page with images, tables, links and video clips. Edit away with bullets, formatting, numbered lists, and more.
Built by a team of security industry veterans
Security, privacy, and governance are built in from the start.
Your data is your data. We never share it or train our AI model on it. Learn more.
Share easily. Collaborate securely.
With the help of Parrot AI, your teammate with perfect memory, no information slips through the cracks. Empower your team with AI to give them a single source of truth for all client interactions.
Share pages with anyone in your organization. Client meetings are automatically organized by advisor and household. Invite back-office team members to make collaboration easy.
You can choose to share just part of a recording by simply cutting and pasting that video clip to its own page, keeping the full version private. Need to automatically delete recordings according to FINRA and the SEC's data retention requirements? Parrot supports that, too!
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