AdvisoryAI, Saturn and PlannerPal ranked top three most popular AI systems in H1 2025.
Analysis from AdviserSoftware revealed the most popular advice tech and adviser AI systems so far this year.
The table below shows which advice tech and advice AI firms have attracted the most attention from financial advisers on their technical information and review service in the first half of 2025.
It lists the organisations whose reviews have been most read by advisers in the first half of 2025.
Top 20 firms most popular advice tech and adviser AI systems in H1 2025
Top 20 firms most popular AI systems in H1 2025
According to AdviserSoftware the data showed significant changes in adviser behaviour and validates the “unprecedented impact” AI advice tech is having on the market.
Ian McKenna, founder of AdviserSoftware, told FT Adviser: “In the coming months platforms and life companies need to make substantial investments to meet their new legal obligations under the Data Use and Access Act 2025.
“The good news is that this will alleviate many of the problems experienced today due to the delays in addressing letters of authority.
“The last 18 months has seen a major shake-up in the key suppliers that advisers are using.
“Platforms, insurers and others who are going to have to make major investments need to be sure they are prioritising the right partners. We have created this analysis to help them make more informed decisions.”
alina.khan@ft.com
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