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Best AI Tools for Wealth Managers
Short answer: Larger wealth managers tend to look at platforms: Addepar or Orion for reporting, Salesforce Financial Services Cloud or Practifi for CRM, and enterprise-first AI like Zeplyn or Jump to capture client intelligence across the firm. YCharts covers research and proposals.
Wealth management firms with many advisors care about consistency: the same data model, the same workflows and firm-wide reporting. AI tools at this level are often sold by quote rather than by published price, and implementation matters as much as features.
Our picks for wealth managers
1. Addepar · Portfolio analytics & proposals
Data and AI platform known for consolidated reporting across complex, high-net-worth portfolios.
2. Orion · Portfolio analytics & proposals
Portfolio accounting, Redtail CRM, planning, trading, compliance and the Denali AI layer in one platform.
3. Zeplyn · Meeting notes & CRM notes
Agentic AI operating system for wealth management, built enterprise-first.
4. Salesforce Financial Services Cloud · CRM & client follow-up
Financial services CRM with AI; editions from $325/user/month billed annually.
5. Practifi · CRM & client follow-up
CRMs for RIAs and wealth firms, with Naya tiered by firm size and configuration.
6. Jump · Meeting notes & CRM notes
Notes, workflows and audit-ready records that Jump says can be configured to a firm's compliance policy.
7. YCharts · Portfolio analytics & proposals
Research, model portfolios and proposals for advisors and asset managers.
Prices at a glance
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Addepar | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
What wealth managers should check
- How long is implementation, and who does it?
- Will the tool use your firm's single source of client data, or create another one?
- What audit trail does it keep for AI outputs?
- How is pricing structured (seats, assets, accounts)?
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FAQ
Do wealth management platforms publish pricing?
Several don't. Addepar, Orion and Zeplyn ask you to contact sales. Salesforce Financial Services Cloud and Practifi publish starting prices.
What's the difference between Addepar and Orion?
Addepar focuses on data and reporting for complex portfolios. Orion combines portfolio accounting with CRM, planning, trading and compliance. See our Orion vs Addepar comparison.