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Parrot AI

Freemium
Parrot AI screenshot
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About

Parrot AI is an AI assistant designed for advisors. It attends meetings, takes notes, and provides summaries and action items. Features include recording, transcription, clip creation, collaboration tools, and integrations with apps like Zoom, Meet, Teams, and Webex. It offers capabilities such as chat AI, secure sharing, and precise search. Parrot AI helps teams organize knowledge, customize pages, and manage access permissions.

Platform
Web
Task
meeting automation

Features

ai meeting summaries

unlimited storage

manual uploads

unlimited workspaces, full search paste clips into pages custom dictionary

unlimited editable pages

unlimited sharing

full meeting transcript

proposed action items

FAQs

What is Advisor360°?

Advisor360° builds and integrates technology for enterprise wealth management firms, offering an open architecture platform that drives greater efficiency at every level.

How does the platform work?

Powered by our Unified Data Fabric® (UDF), our platform powers end-to-end operational efficiency with workflows that move seamlessly across connected capabilities and services.

What is UDF?

Our proprietary Unified Data Fabric (UDF) seamlessly aggregates and enriches all types of data from hundreds of unique sources, powering a better digital wealth experience.

What are 1-Click Review®s?

1-Click Reviews consolidate all types of data from hundreds of unique sources, allowing advisors to combine investment and protection products with a single click.

How much time could I save with 1-Click Reviews?

Calculate how many hours per week advisors can save when generating reports for client meetings with our educational 1-Click Calculator.

What integrations does the platform have?

Advisor360° integrates with your existing CRM engine, insurance, planning, research, and tax and finance systems to optimize horizontal technology investments.

What is Advisor Express?

With our acquisition of Agreement Express and its wealth management assets, Advisor360° can help financial firms harness the power and potential of digital onboarding.

What is the Connected Wealth Report?

Explore the digital evolution of financial services from the perspective of more than 300 surveyed financial professionals with Advisor360°’s Connected Wealth Report series.

Who makes up the Advisor360° leadership team?

Industry-tested. Passionate. Driven. Get to know the names and faces that drive operations and engineer innovation each day.

Pricing Plans

Free
Free Plan

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

Team
$130.00 / /user /month

Everything in the Free trial

Templates: AI catered to each meeting type

Unlimited Chat AI queries

Enterprise
Unknown Price

Everything in the Team plan

SAML-based SSO

Custom invoicing

Job Opportunities

There are currently no job postings for this AI tool.

Explore AI Career Opportunities

Social Media

Ratings & Reviews

No ratings available yet. Be the first to rate this tool!

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