Parrot AI by Advisor360°

Android app by Advisor360°, LLC. Productivity · Advisor360°, LLC

Store rating
Unknown
Store rating count
Unknown
Download price
Free to download
In-app purchases
Not listed in captured metadata
Version
1.8.4
Listing last refreshed
2026-09-16

View the original store listing

Store description excerpt

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

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