Best AI for AdvisorsAI tool reviews for financial advisors
Plain-English reviews based on what each vendor publishes, with current pricing, buying checks and who each tool isn't for. No star ratings and no paid changes.
General AI assistants
ChatGPT review
First drafts of emails, articles and meeting agendas
Free; paid from $8/mo
Claude review
Reviewing long documents and polishing written work
Free; Pro from $17/mo
Gemini review
Firms that run on Google Workspace
Free; paid from $4.99/mo
Microsoft 365 Copilot review
Firms on Microsoft 365
From $18/user/mo (annual, promo)
Meeting notes & CRM notes
Jump review
Advisors who want meeting notes plus follow-up workflows
From $100/advisor/mo
Zocks review
Firms that want deep CRM integrations
From $67/user/mo (annual)
Zeplyn review
RIAs and enterprise wealth firms
Contact vendor
Finmate AI review
Advisors who want admin work and form-filling automated
From $39/mo (annual)
Fathom review
Solo advisors trying an AI note-taker for internal calls
Free; paid from $15/user/mo
Otter.ai review
Transcribing internal meetings and webinars
Free; Pro from $8.33/user/mo
CRM & client follow-up
Wealthbox review
Advisors who want a modern, easy-to-use CRM
From $59/user/mo
Redtail CRM review
Advisors who want a widely used, advisor-specific CRM
From $39/user/mo (annual)
Salesforce Financial Services Cloud review
Larger firms that want a highly customizable platform
From $325/user/mo (annual)
Practifi review
Growing RIAs that want structured workflows
From $135/user/mo
Advyzon review
Firms that want CRM, reporting and more in one system
Contact vendor
Financial planning software
eMoney Advisor review
Comprehensive, cash-flow-based planning
Contact vendor
MoneyGuide review
Goals-based planning conversations
From $175/advisor/mo
RightCapital review
Advisors who want intuitive planning tools
From $149.95/advisor/mo
Asset-Map review
Discovery meetings and visual client conversations
From $149/mo
Portfolio analytics & proposals
Nitrogen review
Risk-tolerance conversations and proposals
From $99/mo per Center (annual)
YCharts review
Research, charts and model-portfolio proposals
Contact vendor
Kwanti review
Prospect proposals from uploaded statements
From $195/user/mo
Orion review
Firms that want one connected platform
Contact vendor
Addepar review
Complex, high-net-worth and family-office reporting
Contact vendor
Altruist review
Independent RIAs looking for custody plus software
See vendor
Compliance & marketing review
Client communication & email
Social media & content marketing
Canva review
Social graphics and client presentations
Free; Pro $144/yr
Buffer review
Simple social scheduling
Free; from $5/channel/mo
Hootsuite review
Managing several social accounts with analytics
From $99
Descript review
Editing market-update videos and podcasts
Free; from $16/person/mo
OpusClip review
Repurposing webinars into short social clips
Free; from $14.50/mo
Jasper review
Firms with a marketing team producing lots of content
From $59/mo (annual)
Prospecting & lead gen
Catchlight review
Firms prioritizing leads and referrals they already have
From $2,500/yr
LinkedIn Sales Navigator review
Finding and researching prospects on LinkedIn
From $119.99/mo
FINTRX review
Researching firms, recruiting and wholesaling
Contact vendor
Indyfin review
Getting discovered through reviews and matching
From $99/user/mo