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Best AI for Client Onboarding for Financial Advisors
Short answer: Zocks and Finmate AI both use client conversations to cut onboarding data entry; Finmate highlights pre-filling forms. If you're an independent RIA rethinking custody, Altruist bundles digital onboarding with its platform.
Onboarding is mostly re-typing: names, accounts, goals and planning data copied from conversations into forms and systems. Tools that capture that information once and reuse it save the most time.
Our picks
1. Zocks
Best for: Firms that want deep CRM integrations
Automates meeting prep, notes, onboarding and financial-plan data entry, with two-way integrations.
2. Finmate AI
Best for: Advisors who want admin work and form-filling automated
Automates advisor workflows and pre-fills forms from client interactions.
3. Altruist
Best for: Independent RIAs looking for custody plus software
Wealth platform for independent advisors with custody, onboarding, trading and reporting.
Side by side
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Zocks AI assistant for financial advisors covering meeting prep, notes, onboarding and planning data. | Firms that want deep CRM integrations | From $67/user/mo (annual) | None listed | Visit ↗ |
| Finmate AI Agentic co-pilot for financial advisors that automates workflows and pre-fills forms. | Advisors who want admin work and form-filling automated | From $39/mo (annual) | Free trial offered. | Visit ↗ |
| Altruist Wealth platform for independent advisors with custody, trading, reporting and AI. | Independent RIAs looking for custody plus software | See 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
- Which custodians, CRMs and planning tools does it fill in for you?
- Can you review every pre-filled field before submission?
- Where is client data stored, and is it used to train models?
Compare and switch
FAQ
Can AI fill out new-account paperwork?
Some tools say they pre-fill forms from client conversations (Finmate AI) or automate onboarding data entry (Zocks). A person should still review every field.
Do I need to switch custodians to use these?
Not for Zocks or Finmate AI. Altruist is itself a custodian platform, so using its onboarding means using its custody.