Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
How much do AI general AI assistants tools cost for financial advisors?
Short answer: Of 4 general AI assistants tools we list, 4 publish prices. The lowest starting price is Gemini (Free; paid from $4.99/mo) and the highest is Microsoft 365 Copilot (From $18/user/mo (annual, promo)). ChatGPT, Claude, Gemini offer a free plan or trial.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Gemini | Free; paid from $4.99/mo | Free with a Google Account. | Pricing details |
| ChatGPT | Free; paid from $8/mo | Free plan available to everyone. | Pricing details |
| Claude | Free; Pro from $17/mo | Free plan available. | Pricing details |
| Microsoft 365 Copilot | From $18/user/mo (annual, promo) | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Gemini
- Free: $0/month
- Google AI Plus: $4.99/month
- Google AI Pro: $19.99/month
- Google AI Ultra: From $99.99/month
- Gemini Enterprise, Business edition: From $21/seat/month
- Gemini Enterprise, Standard/Plus: From $30/seat/month
ChatGPT
- Free: $0/month
- Go: $8/month
- Plus: $20/month
- Pro: From $100/month
- Business: Per user per month; see vendor
- Enterprise: Contact vendor
Claude
- Free: $0
- Pro: $17/month billed annually ($200 up front) or $20 billed monthly
- Max: From $100/month
- Team (standard seat): $20/seat/month billed annually or $25 monthly
- Team (premium seat): $100/seat/month billed annually or $125 monthly
- Enterprise: Contact vendor
Microsoft 365 Copilot
- Microsoft 365 Copilot Business (add-on): $18/user/month paid yearly (promotional; normally $21) or $25.20 monthly
- Microsoft 365 Business Standard with Copilot: $23.50/user/month paid yearly or $28.20 monthly
- Microsoft 365 Business Premium with Copilot: $32.00/user/month paid yearly or $38.40 monthly
See features and fit on best general AI assistants tools for financial advisors.
FAQ
How much do general AI assistants tools cost for financial advisors?
Of 4 general AI assistants tools we list, 4 publish prices. The lowest starting price is Gemini (Free; paid from $4.99/mo) and the highest is Microsoft 365 Copilot (From $18/user/mo (annual, promo)). ChatGPT, Claude, Gemini offer a free plan or trial.
What's the cheapest general AI assistants tool for advisors?
By published starting price, Gemini at Free; paid from $4.99/mo (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Can advisors put client data into a general AI assistant?
Only if your firm's compliance policy allows it and the plan you use offers the data protections your firm requires. Many firms restrict these tools to non-client work or approved business/enterprise plans.