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Best AI Tools for Financial Planners
Short answer: A practical planner stack is an advisor notetaker (Jump, Zocks or Finmate) to capture meetings, planning software (RightCapital, eMoney or MoneyGuide) for the plan, Asset-Map to make it visual, and a writing assistant (Claude or Grammarly) to turn it into a clear client summary.
Planning work runs on a loop: discovery meeting, plan, presentation, follow-up. AI can take on the notes and the follow-up so you spend the time on the plan itself. This page covers that whole loop; for tax, estate and insurance document review, see our CFP page.
Our picks for financial planners
1. Jump · Meeting notes & CRM notes
Meeting prep, notes, follow-up emails and sync to CRM or financial planning tools.
2. Zocks · Meeting notes & CRM notes
Automates meeting prep, notes and financial-plan data entry.
3. Finmate AI · Meeting notes & CRM notes
Advisor notetaker at $39/month billed annually, with CRM integrations.
4. RightCapital · Financial planning software
Planning focused on communicating plans clearly; from $149.95/advisor/month.
5. eMoney Advisor · Financial planning software
Cash-flow-based planning with client-facing tools.
6. MoneyGuide · Financial planning software
Goals-based planning conversations; from $175/month on an annual subscription.
7. Asset-Map · Financial planning software
A visual one-page map of the client's financial life for discovery and reviews.
8. Claude · General AI assistants
Turns meeting notes into a clear written summary for the client, within your firm's policy.
Prices at a glance
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Finmate AI | From $39/mo (annual) | Free trial offered. | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
| Claude | Free; Pro from $17/mo | Free plan available. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
What financial planners should check
- Can the notetaker push data into your planning software, not just your CRM?
- How much plan data still needs manual entry?
- Does the client see a portal, a PDF or both?
- Who reviews AI-drafted follow-ups before they go out?
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FAQ
Can AI build a financial plan?
AI can gather data, pre-fill planning software and draft summaries. The plan and recommendations remain your professional responsibility.
Which planning software has published pricing?
RightCapital, MoneyGuide and Asset-Map publish prices. eMoney asks you to contact sales.