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Best AI for Writing Client Emails for Financial Advisors
Short answer: For first drafts, a general assistant like ChatGPT or Claude is the fastest start. Grammarly polishes what you write, Microsoft 365 Copilot or Gemini fit if your firm already runs on Microsoft or Google, and Levitate suits ongoing keep-in-touch emails.
Most client email work is drafting, rewording and staying in touch. General assistants handle drafting; a writing assistant cleans up tone and grammar; relationship-marketing tools help you keep up regular, personal outreach. Whatever you use, keep client data out of tools your compliance team hasn't approved.
Our picks
1. ChatGPT
Best for: First drafts of emails, articles and meeting agendas
Drafts client emails, summarizes articles and explains financial concepts in plain language.
2. Claude
Best for: Reviewing long documents and polishing written work
Strong at careful, polished writing and turning notes into structured documents.
3. Grammarly
Best for: Polishing client emails and articles
AI writing guidance that works inside the apps and websites you already use.
4. Microsoft 365 Copilot
Best for: Firms on Microsoft 365
Built into Outlook, Word and Teams for firms on Microsoft 365.
5. Gemini
Best for: Firms that run on Google Workspace
Google's assistant, a natural fit for practices on Gmail and Docs.
6. Levitate
Best for: Staying in touch with clients in a personal way
Relationship marketing with keep-in-touch tools and success specialists, supported by AI.
Side by side
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| ChatGPT OpenAI's general-purpose AI assistant for writing, research, analysis and images. | First drafts of emails, articles and meeting agendas | Free; paid from $8/mo | Free plan available to everyone. | Visit ↗ |
| Claude Anthropic's AI assistant for work, strong at long documents and careful writing. | Reviewing long documents and polishing written work | Free; Pro from $17/mo | Free plan available. | Visit ↗ |
| Grammarly AI writing assistance that works across apps and websites. | Polishing client emails and articles | Free; Pro $12/mo | Free plan available. | Visit ↗ |
| Microsoft 365 Copilot Microsoft's AI assistant built into Word, Excel, PowerPoint, Outlook and Teams. | Firms on Microsoft 365 | From $18/user/mo (annual, promo) | None listed | Visit ↗ |
| Gemini Google's AI assistant for writing, planning and brainstorming. | Firms that run on Google Workspace | Free; paid from $4.99/mo | Free with a Google Account. | Visit ↗ |
| Levitate Relationship marketing platform combining communication tools, success specialists and AI. | Staying in touch with clients in a personal way | Contact vendor | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
What to check before you buy
- Is the plan your firm uses approved for client information?
- Are drafts reviewed by a person before they're sent?
- Does outbound client email still get archived under your firm's supervision policy?
Compare and switch
FAQ
Can I use ChatGPT to write emails to clients?
Many advisors use it for first drafts. Check your firm's policy first, avoid pasting client data into unapproved plans, and review every message before sending.
What's the difference between Grammarly and ChatGPT for emails?
Grammarly mainly improves writing you've already done, inside the apps you use. ChatGPT is better at producing a first draft from a short prompt.