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AI-Powered Strategy & Compliance Automation for Financial Advisers
Financial advisers should spend their time providing great advice, not drowning in admin. AdviserBuddy AI was created to help advisers generate smarter strategies, reduce compliance risk, and automate the non-client-facing side of advice—so they can focus on what truly matters: their clients.
Our mission is simple:
Smarter Advice, Less Effort
AdviserBuddy AI simplifies financial strategy creation, compliance, and planning—so you can focus on your clients.
Save Time. Improve Strategy Thinking. Enhance Your Client Advice.
Start your 7-day free trial today – No credit card required! With AdviserBuddy AI, you can generate professional, tailored strategy ideas in seconds, saving you valuable time and allowing you to focus on delivering smarter, more strategic advice to your clients.
Who We Help
Empowering Financial Professionals with AI
AdviserBuddy AI streamlines financial planning, ensuring accuracy, efficiency, and compliance for professionals at every level.
Future
The Future of Financial Advice is Here
AI is transforming financial planning—boosting efficiency without sacrificing quality or compliance. AdviserBuddy AI Agent takes automation to the next level.
Unlock AdviserBuddy AI Agent
Available soon for Pro & Enterprise users. Be among the first to experience the future of financial advice.
Our Team
Meet With Expert Team
Our experienced team is here to support your success with tailored insights and professional guidance every step of the way.
A Message from the Founder
I created AdviserBuddy AI because I experienced firsthand how powerful AI can be in financial planning—and I knew others could benefit too
Working in a large financial planning firm, I oversaw the advice process and worked closely with advisers every day. We were constantly discussing strategies—retirement planning, social security eligibility, aged care options, investment structures, tax efficiencies. It was always about finding the best solutions for clients, thinking through every angle, and considering strategies we may have overlooked.
A few of us started experimenting with ChatGPT to help us brainstorm strategies. We’d feed in client details and ask about pension contributions, tax minimization, social security entitlements, investment structuring—whatever was relevant to the case. What we found was that ChatGPT could generate ideas we hadn’t even thought of. It wasn’t just about confirming knowledge—it was about uncovering new possibilities.
But there was a catch: getting great outputs required knowing exactly how to prompt it, what details to include, and how to frame the questions. That’s when the idea for AdviserBuddy AI was born.
I wanted to build an interface that made this process seamless—where financial advisers could simply input a client scenario in natural language and instantly receive high-quality, strategic insights. No fiddling with complex prompts. No second-guessing. Just a fast, intuitive way to surface valuable strategy ideas that could benefit clients and save advisers hours of manual research.
AdviserBuddy AI is built for financial advisers. It’s designed to fit into your way of working, enhance your strategy discussions, and uncover new opportunities for your clients—faster than ever.
If you’re a financial adviser looking for a smarter, more efficient way to generate strategy ideas, I invite you to try AdviserBuddy AI. I built it because I needed it myself. Now, it’s here for you.
🚀 Let’s make financial advice smarter, together.
— Brendan Jordan
Founder, AdviserBuddy AI
