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Solve your current pain points with our award-winning solutions.

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Increase automation with our modern wealth platform.

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The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

Parrot AI, by Advisor360°

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.

 

Waveform

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.

Comments

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.

Chat AI

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. 

Summary and Action Items

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.

Household Folder

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. 

Text Options

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.

Security

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.

Parrot AI Features

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. 

Search with precision

Find what you need, right when you need it.

Search 1

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.

Integrations
Connect your favorite apps with Parrot AI integrations.
Annual billing
Monthly billing
Most Popular

Team

Best for growing teams

$100

$130

/user/month

AI meeting summaries

Proposed action items

Full meeting transcript

Manual uploads

Unlimited Chat AI queries

Unlimited storage

Unlimited sharing

Unlimited editable pages

Unlimited workspaces

Paste clips into pages

Templates: AI catered to each meeting type

 

Enterprise

Best for large teams

Custom

Custom

Reach out for a quote

Everything in the Team plan

SAML-based SSO

Custom invoicing

 

 

 

Let AI Automate Your Meetings

Try it free for 14 days.

 

 

 

 

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