Best AI tools by practice type

Different practices need different stacks. Pick yours for a short list with published prices and what to check.

Best AI Tools for RIAs

AI tools registered investment advisers use for meeting notes, CRM, compliance and portfolio work, with published pricing where vendors list it.

Best AI Tools for Solo Financial Advisors

Affordable AI tools for solo financial advisors, with plans built for a single user and free options where vendors offer them.

Best AI Tools for Wealth Managers

AI tools for wealth management firms: reporting, firm-wide notetakers, CRM platforms and research, from Addepar and Orion to Zeplyn and Salesforce.

Best AI Tools for Broker-Dealers and Their Advisors

AI compliance, archiving, marketing and data tools used by broker-dealers and their registered reps, including Red Oak, Smarsh, Global Relay and Snappy Kraken.

Best AI Tools for CFP Professionals

AI tools for CFP professionals doing comprehensive planning: tax return analysis, estate and insurance document review, and planning software with published prices.

Best AI Tools for Insurance Agents and Financial Professionals

AI tools insurance agents and insurance-focused advisors use for prospecting, coverage analysis, CRM and marketing, from Catchlight and Salesforce to FP Alpha.

Best AI Tools for Tax Planning for Advisors

AI tax planning tools for advisors: Holistiplan, FP Alpha and Nitrogen Tax Center compared on what they read, what they produce and published pricing.

Best AI Tools for Financial Planners

An end-to-end AI stack for financial planners: meeting notes, planning software, client visuals and follow-up, with vendor pricing.