Parrot AI by Advisor360°

About

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