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Welcome to Parrot AI for Android. Capture client calls and in-person meetings with one tap, then get an AI summary and follow-ups right away. View full client household profiles and ask AI questions across your meetings and notes, all from your phone.
Capture every meeting. Recall every detail. Follow up from anywhere.
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