Parrot AI

Transforms advisor meetings into actionable insights with secure AI transcription and household organization. Introducing Parrot AI by Advisor360--the AI assistant built by Advisor, for advisors. Start your free 14-day trial and let your best ideas take flight. It joins Zoom, Google Meet, Microsoft Teams, Webex, and accepts uploads in multiple formats for flexible recording. It ingests files like financial plans or tax returns, extracts key data, and provides summaries or answers to queries securely. With real-time encryption, consent controls, and alignment to SEC and FINRA retention requirements, plus SOC2 Type II certification. Via editable Magic Moments clips with redaction and controlled permissions to maintain privacy. It connects deeply with Advisor360s native CRM and third-party ones like Redtail, Wealthbox, Salesforce XLR8, and HubSpot. It offers a free 14-day trial with flexible, team-oriented billing options tailored to firm needs.