Click here
At Advisor AI Partners, we are dedicated to revolutionizing the financial advisory industry. Our innovative AI-powered solutions empower advisors like you to streamline your practice, enhance client engagement, and drive business growth. Explore our suite of cutting-edge tools and services designed to help you stay ahead of the curve and deliver exceptional value to your clients.
Revolutionize your financial advisory practice with AI-powered solutions.
Chat with David
Our Services
AI-Enhanced Client Meetings
Leverage AI to personalize client interactions and uncover their unique financial goals and values.
Compliance Automation
Automate compliance reporting and monitoring to ensure your practice meets all regulatory requirements.
Financial Plan Visualization
Present your clients with vibrant, easy-to-understand visualizations of their financial plans.
Revolutionize Your Advisory Practice

1

Assess
Evaluate your current advisory practice and identify areas for improvement.

2

Implement
Seamlessly integrate our AI-powered solutions to enhance your client interactions and operations.

3

Grow
Witness the transformative impact of AI on your advisory practice's efficiency and profitability.
Our Approach

1

Personalized Solutions
We tailor our AI technologies to fit the unique needs of your advisory practice.

2

Seamless Integration
Our solutions integrate seamlessly with your existing workflows and systems.

3

Ongoing Support
Our team provides comprehensive training and support to ensure your success.

4

Proven Results
Our clients have experienced significant improvements in efficiency, compliance, and client satisfaction.
About Advisor AI Partners
Advisor AI Partners LLC specializes in integrating AI technology to enhance financial advisory practices. Founded by David Ortiz, a seasoned financial advisor with over 25 years of experience, the company focuses on improving client interactions, ensuring compliance, and delivering superior financial planning solutions through advanced AI tools.
To empower financial advisors with AI-driven solutions that streamline processes, enhance client relationships, and ensure regulatory compliance.

Contact Information
Advisor AI Partners LLC
Address: 2260 Ringling Blvd #316 Sarasota, Fl 34237
Phone: (305) 254-4455
Email: David@advisoraipartners.com
David Ortiz, CFP, EA, RICP

With a background in technology and financial planning, David Ortiz is known as "The Financial Chef." He is committed to creating integrated AI solutions that transform traditional financial advisory services.
Schedule a Meeting
Schedule a one-on-one session with us to explore how AI can transform your financial advisory practice. Book an Intro Call
Social Media
© 2024 Advisor AI Partners LLC. All rights reserved.