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Microsoft 365 Copilot review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Microsoft 365 Copilot is best for firms on Microsoft 365. Pricing: From $18/user/mo (annual, promo). Skip it if your firm doesn't use Microsoft 365.
How we review: this is an editorial summary of what Microsoft 365 Copilot publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms on Microsoft 365 |
|---|---|
| Category | General AI assistants |
| Starting price | From $18/user/mo (annual, promo) |
| Free option | None listed |
| Pricing model | Published on the vendor's website |
| Website | www.microsoft.com/en-us/microsoft-365/copilot |
What Microsoft 365 Copilot does
Microsoft says Copilot is integrated into Word, Excel, PowerPoint, Outlook and Teams and grounded in your work content, with business and enterprise plans. Many advisory firms already run on Microsoft 365, which can simplify approval.
Key capabilities, per Microsoft 365 Copilot
- Copilot inside Word, Excel, PowerPoint, Outlook and Teams
- Grounded in your Microsoft 365 work data
- Enterprise data protection and admin controls, per Microsoft
Good fit if
You want firms on Microsoft 365.
Skip it if
Your firm doesn't use Microsoft 365.
What to check before you buy
- Budget for usage-based billing on advanced features like Cowork and Autopilot.
- Promotional pricing ends December 31, 2026 and applies to year one.
- Check that your archiving covers Teams and Copilot content.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Microsoft 365 Copilot compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Microsoft 365 Copilot | From $18/user/mo (annual, promo) | None listed | Pricing details |
| ChatGPT | Free; paid from $8/mo | Free plan available to everyone. | Pricing details |
| Gemini | Free; paid from $4.99/mo | Free with a Google Account. | Pricing details |
| Claude | Free; Pro from $17/mo | Free plan available. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
ChatGPT vs Microsoft 365 Copilot · Gemini vs Microsoft 365 Copilot · Claude vs Microsoft 365 Copilot · All Microsoft 365 Copilot alternatives
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FAQ
Is Microsoft 365 Copilot good for financial advisors?
It's a strong fit for firms on microsoft 365. Microsoft's AI assistant built into Word, Excel, PowerPoint, Outlook and Teams.
What are Microsoft 365 Copilot's main features?
Copilot inside Word, Excel, PowerPoint, Outlook and Teams. Grounded in your Microsoft 365 work data. Enterprise data protection and admin controls, per Microsoft.
Who should not use Microsoft 365 Copilot?
Your firm doesn't use Microsoft 365.
How much is Microsoft 365 Copilot?
From $18/user/mo (annual, promo) as of October 21, 2026. See the full plan list on our Microsoft 365 Copilot pricing page.