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How much do AI client communication tools cost for financial advisors?
Short answer: Of 3 client communication tools we list, 2 publish prices. The lowest starting price is Grammarly (Free; Pro $12/mo) and the highest is Snappy Kraken (From $99/mo (annual term)). Grammarly offers a free plan or trial. Levitate prices by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Grammarly | Free; Pro $12/mo | Free plan available. | Pricing details |
| Snappy Kraken | From $99/mo (annual term) | None listed | Pricing details |
| Levitate | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Snappy Kraken
- Campaigns: Foundations: $199/month (annual term) + $199 setup
- Campaigns: Grow: $299/month (annual term) + $499 setup
- Freedom360 (done for you): $899/month (annual term) + $499 setup
- Websites: Foundations: $99/month (annual term) + $499 setup
- Websites: Grow: $199/month (annual term) + $2,499 setup
- Compliant texting (Convos): $99/month
See features and fit on best client communication tools for financial advisors.
FAQ
How much do client communication tools cost for financial advisors?
Of 3 client communication tools we list, 2 publish prices. The lowest starting price is Grammarly (Free; Pro $12/mo) and the highest is Snappy Kraken (From $99/mo (annual term)). Grammarly offers a free plan or trial. Levitate prices by quote.
What's the cheapest client communication tool for advisors?
By published starting price, Grammarly at Free; Pro $12/mo (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Is it okay to send AI-written emails to clients?
Client communications may be subject to recordkeeping and review rules. Review every AI draft, keep it accurate, and follow your firm's supervision process.