Parrot AI by Advisor360°

The mobile-friendly advisor assistant.

Get up to one full day back every week with the most powerful mobile app for financial advisors.

Parrot AI® handles the work behind every meeting so you can stay focused on your clients. Capture conversations, access client context, and move straight to follow-up without ever needing to go back to your desk.

As the only AI assistant built natively into Advisor360°, Parrot keeps your client records, meeting details, and follow-ups automatically connected to A360°.

Your Client Information in Your Pocket
• View full household profiles, including members, relationships, and contact details
• See a complete relationship summary and client context from your phone

Call and Capture in One Place
• Start calls directly from the household profile
• Choose and contact any client within the household without leaving the app
• Record calls or in-person meetings with a single tap

Ask AI for Instant Client Insight
• Ask questions across meetings, notes, and client records
• Summarize recent conversations and key details instantly
• Walk into every meeting with full context and prior decisions

Stay Organized Anywhere
• Revisit past Ask AI questions and insights anytime
• Stay aligned on client history, follow-ups, and commitments
• Maintain a continuous view of every client interaction