Skip to the main content.
Contact Us
Contact Us
By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

Product

The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

Parrot AI, by Advisor360°

Parrot is the AI assistant built by Advisor, for advisors. Start your free 14-day trial and let your best ideas take flight.

Parrot AI Chat AI
Zoom, Meet, Teams, and Webex

Zoom, Meet, Teams, Webex or "Bring Your Own"

Stay focused when meeting with clients and let your Parrot – your AI teammate – do the rest. It joins your meeting and takes notes. When it's over, your recording is automatically saved and only attendees from your organization get a copy. You can also upload your own recordings – we support a dozen different formats.

Record Screen Demos

Record Screen Demos 

Sometimes the best way to get your point across is to show and tell. Use Parrot to easily record, save and transcribe a video of yourself talking, giving a quick demo, practicing a presentation, or illustrating a point. 

In-Person Meetings

In-person Meetings and Phone Calls

With Parrot, it's easy to capture key insights from in-person meetings and phone calls. When conducting in-person meetings, Parrot will capture the audio from your discussion and ensure that nothing slips through the cracks. For phone calls, Parrot will join as an attendee and record the conversation so you can focus on what matters: your clients.

Transcript

Magic Moments

A "clip" in Parrot is a snapshot of your meeting, including transcript, audio and video. Clips can be any length and are fully editable and easy to create – just cut and paste!

Paste a clip or multiple clips on a page, and you can share that page with anyone on your team. They'll only be able to access the clip(s) you want them to see, keeping your full records secure.

You can also easily redact any portion of a transcript if necessary, which will permanently delete both text and video.

 

Waveform

Easily find key moments in a meeting

During your meeting, Parrot looks for shared slides and flags those moments for you as snapshots. It also detects changes in topics that you can easily sift through after the fact.

Comments

Collaborate with ease

Use commenting to chime in, ask a questions or highlight a key point. Keep hybrid and distributed teams connected.

Chat AI

Query your meetings 

Want to pinpoint something from a meeting? Ask Chat AI. Need some strategy help or a follow-up email generated? Make Chat AI your thought partner. 

Summary and Action Items

Lighten your post-meeting lift

Share AI-generated meeting summaries, minutes and action items with your team. Easily add or adjust the text as needed.

Household Folder

Organize your team's knowledge for the way you work

Set up pages and subpages to reflect your client's household. Simply drag and drop to organize.

Text Options

Make your team's pages your own

Enrich the page with images, tables, links and video clips. Edit away with bullets, formatting, numbered lists, and more.

Security

Built by a team of security industry veterans

Security, privacy and governance designed in from the start. 

Your data is your data. We never share it or train our AI model on it. Learn more.

Parrot AI Features

Share easily. Collaborate securely.

With the help of Parrot AI, your teammate with perfect memory, no information slips through the cracks. Empower your team with AI to give them a single source of truth for all client interactions. 

Search with precision

Find what you need, right when you need it.

Search

Manage more

Powerful admin options at your fingertips.

Single Sign-on

Integrate with any one of a variety of SSO providers via OpenID Connect.

Multi-factor Authentication

Enhanced security measures to keep your data safe and secure.

Team Management

Easily manage roles, permissions and communications within your team.

Billing Management

Transparent, flexible billing options to suit your budget and needs.

Integrations
Connect your favorite apps with Parrot AI integrations.
Annual billing
Monthly billing

14-day Trial

Give us a try for free!

Free

Free

/month

AI meeting summaries

Proposed action items

Full meeting transcript

Manual uploads

Unlimited storage

Unlimited sharing

Unlimited editable pages

Unlimited workspaces

Full search

Paste clips into pages

Custom dictionary

 

Most Popular

Team

Best for growing teams

$100

$130

/user /month

Everything in the Free trial

Templates: AI catered to each meeting type

Unlimited Chat AI queries

Enterprise

Best for large teams

Custom

Custom

Reach out for a quote

Everything in the Team plan

SAML-based SSO

Custom invoicing

 

 

 

Let AI Automate Your Meetings

Try it free for 14 days.

 

 

 

 

ParrotAI_a360_dark (1)-1
Contact Us        About Us