Financial Planning & Cash Flow
Comprehensive planning with Monte Carlo, client portals, advanced analytics.
Advanced cash flow modelingMonte Carlo simulationsClient portal & vaultTax-aware planning+1 more
Contact for enterprise pricing
DetailsAll AI Tools
Browse 29 AI-powered tools for financial advisors and planners. Filter by category or search to find the right fit for your practice.
All Tools
29 tools
Financial Planning & Cash Flow
Goals-based planning with visual client presentations and risk tools.
Goals-based frameworkInteractive client presentationsRisk tolerance assessmentInsurance & estate modules+1 more
From $1,295/yr per advisor
DetailsFinancial Planning & Cash Flow
Fast, modern planning with tax strategies and Roth conversion analysis.
Lightning-fast calculationsTax-efficient strategiesRoth conversion analyzerSocial Security optimizer+1 more
From $1,500/yr per advisor
DetailsPortfolio & Investment Management
Complete portfolio management: trading, rebalancing, reporting, billing.
Model-based rebalancingTax-loss harvestingPerformance reportingFee billing engine+2 more
Contact for pricing (asset-based)
DetailsTax Optimization & Planning
AI reads tax returns instantly, generates planning reports with Roth conversions.
PDF tax return parsingInstant tax projectionsRoth conversion analysisTax-loss harvesting+2 more
From $99/mo per advisor
DetailsRetirement & Social Security
Social Security optimization + tax-efficient retirement income planning.
SS claiming optimizationTax-efficient withdrawalsMedicare planningRisk tolerance assessment+2 more
From $79/mo per advisor
DetailsEstate & Insurance Planning
Visual estate planning with diagrams, document generation, client collaboration.
Visual estate diagramsAuto-generate documentsClient collaboration portalTrust funding tracker+2 more
From $199/mo per firm
DetailsClient Management & CRM
Clean, modern CRM with workflow automation and deep integrations.
Workflow automationEmail & calendar syncCustom fields & reportsClient portal+2 more
From $45/mo per user
DetailsProductivity & AI Assistants
AI analyzes client data, auto-generates planning recommendations & tax strategies.
AI planning analysisTax strategy generationInsurance gap analysisClient-friendly reports+2 more
Contact for pricing
DetailsPortfolio & Investment Management
Investment research: screening, models, fundamentals, client reports.
Fund/ETF screeningModel portfolio builderFundamental dataCustom visualizations+2 more
From $200/mo per user
DetailsFinancial Planning & Cash Flow
Client financial vitals dashboard with automated scoring & visualizations.
Financial vitals scoringSavings rate trackingDebt-to-income monitoringNet worth trajectory+2 more
From $99/mo per advisor
DetailsTax Optimization & Planning
Asset location, tax-efficient withdrawals, household coordination.
Asset location optimizationTax-efficient withdrawalsHousehold coordinationSocial Security integration+2 more
Enterprise / AUM-based
DetailsLead Generation & Marketing
Marketing automation: campaigns, content, landing pages, compliance review.
Pre-built campaignsCompliance-reviewed contentLanding page builderEmail & social scheduling+2 more
From $299/mo
DetailsCompliance & Risk Management
RIA compliance: policies, CCO tools, annual reviews, SEC exam prep.
Policy manual builderCCO dashboardAnnual review automationEmployee certifications+2 more
From $199/mo
DetailsProductivity & AI Assistants
AI meeting assistant: transcripts, summaries, CRM auto-population.
Meeting recording & transcriptionAI summariesAction item extractionCRM auto-population+2 more
From $49/mo per advisor
DetailsClient Management & CRM
Digital wealth platform: onboarding, risk profiling, models, trading, white-label portal.
Digital client onboardingRisk profiling questionnaireModel portfolio managementTrading & rebalancing+2 more
Contact for pricing
DetailsEstate & Insurance Planning
AI estate documents, visual mapping, trust funding, client collaboration.
AI document generationVisual estate mappingTrust funding workflowsClient collaboration+2 more
From $149/mo per advisor
DetailsClient Management & CRM
Established CRM with workflows, imaging, seminars, custodian integrations.
Workflow automationDocument imagingSeminar managementCustodian feeds+2 more
From $99/mo per user
DetailsPortfolio & Investment Management
Institutional research: fund data, portfolio analytics, custom reporting.
Global fund/ETF coveragePortfolio analyticsESG analyticsCustom reporting+2 more
Enterprise pricing (contact sales)
DetailsTax Optimization & Planning
Multi-year tax projections, entity optimization, CPA collaboration tools.
Multi-year projectionsEntity structure optimizationState tax analysisCPA collaboration portal+2 more
From $149/mo per advisor
DetailsRetirement & Social Security
Retirement income: withdrawal strategies, sequence risk, annuity analysis.
Withdrawal strategy optimizerSequence risk analysisAnnuity comparisonGuaranteed income planning+2 more
From $125/mo per advisor
DetailsEstate & Insurance Planning
Estate admin & trust accounting: probate, tax filings, beneficiary comms.
Probate automationTrust accountingEstate tax returnsBeneficiary portal+2 more
From $299/mo per firm
DetailsLead Generation & Marketing
Compliance-approved content library with automated distribution.
Compliance-approved libraryArticles, videos, social postsAutomated distributionWebsite integration+2 more
From $199/mo
DetailsCompliance & Risk Management
Enterprise compliance: trading monitoring, conflicts, attestations, case management.
Personal trading monitoringGifts & entertainment trackingConflict of interest managementPolicy attestation workflows+2 more
Enterprise pricing
DetailsProductivity & AI Assistants
AI in Office: emails, docs, Excel analysis, PowerPoint, Outlook.
Email drafting in OutlookDocument summary in WordData analysis in ExcelPresentation creation in PowerPoint+2 more
$30/user/mo (add-on to M365)
DetailsProductivity & AI Assistants
Secure team ChatGPT: custom GPTs, admin controls, data privacy, shared workspace.
Data privacy (no training)Admin consoleShared custom GPTsHigher message limits+2 more
$25-30/user/mo
DetailsPortfolio & Investment Management
AI portfolio analysis: fees, factors, risk, tax efficiency, rebalancing.
Fee analysis & optimizationFactor exposure analysisRisk metrics dashboardTax efficiency scoring+2 more
Free tier + Pro from $29/mo
DetailsFinancial Planning & Cash Flow
Comprehensive planning: cash flow, tax, insurance, estate, complex scenarios.
Detailed cash flow modelingTax planning moduleInsurance needs analysisEstate planning tools+2 more
Enterprise / Raymond James
DetailsProductivity & AI Assistants
AI for CFPs: curriculum-aligned analysis, gap detection, plan generation.
CFP curriculum alignmentPlanning gap detectionAuto-generate recommendationsClient-ready plan output+2 more
From $199/mo per planner
Details