Top AI tools for Financial Advisor

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

HelpRange is an advanced platform for secure document sharing, real-time analytics, and access control, designed for businesses needing robust document protection in virtual data rooms.

• Paid
• From 87$

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

Empathy is a digital platform that provides comprehensive support for families dealing with loss, combining human care with technology to help navigate emotional, administrative, and financial challenges after the death of a loved one.

• Contact for Pricing

Speaq.ai is a cutting-edge platform for building AI-powered voice agents. Streamline lead generation, onboarding, and customer service with AI agents designed for various industries.

• Paid
• From 39$

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

Knolli.ai allows users to build AI assistants, tools, and workflows trained on their specific knowledge base, catering to knowledge creators and internal teams. It facilitates monetization, personalized learning, and streamlined business processes.

• Freemium
• From 19$

Instafill.ai is an AI-powered solution that automates PDF form filling and validation, offering support for various official forms including IRS, passport applications, and tax returns.

• Paid
• From 20$

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

FormsPal offers a comprehensive platform for creating, editing, and managing a wide variety of legal documents and forms, featuring an AI-powered assistant to streamline document preparation.

• Free Trial

inncivio is an AI-powered tool that helps fintech platforms increase revenue by turning KYCed users into active investors with personalized in-app guidance.

• Contact for Pricing

Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

• Usage Based

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

OutboundEngine automates marketing for small businesses with professionally created content, social media posting, branded websites, email campaigns, and real-time engagement tools, all managed through a user-friendly platform.

• Paid
• From 199$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

Onehub is a robust cloud storage and file sharing platform designed for businesses to securely store, organize, and share documents online with advanced permission controls, custom branding, and virtual data room capabilities.

• Free Trial
• From 15$

BSG AI Voice Bot is a 24/7 success assistant powered by Generative AI LLM technology, offering seamless dialogues and natural conversations for various business processes.

• Contact for Pricing
• API

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• Freemium

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

AceMoney is a user-friendly desktop personal finance manager for Windows and Mac, offering comprehensive money management with a one-time purchase and lifetime updates.

• Pay Once

Smith.ai provides AI-powered and human-staffed virtual receptionist services, including call answering, intake, scheduling, and outreach campaigns, improving lead conversion and customer service.

• Paid
• From 293$

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

Qypt is a secure AI-powered document collaboration platform that enables zero-trust sharing through end-to-end encryption, AI-powered redaction, and privacy-preserving queries.

• Freemium

Legal Document Simplifier uses advanced AI to instantly decode and simplify complex legal documents for small businesses and professionals, offering clear summaries, key term detection, risk alerts, and more.

• Freemium
• From 29$

Galileo FX provides traders with a fully automated trading bot, featuring over 500 backtested strategies, transparent performance metrics, and total user control over execution and risk. With a one-time license and support for 400+ brokers, users can test and deploy custom or preconfigured trading strategies with confidence.

• Pay Once

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

Laxis is an AI-powered sales platform that combines automated lead generation, meeting management, and CRM integration to streamline sales processes and boost productivity.

• Freemium
• From 16$

ActiveCalculator enables users to create interactive calculators for websites using templates, a drag-and-drop builder, or AI generation, designed to engage visitors and capture leads without requiring coding skills.

• Freemium
• From 19$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

Surfly enables seamless co-browsing and real-time collaboration across any website or digital platform, with no code changes required. Designed for sales, product, and service teams, Surfly enhances user engagement while ensuring compliance and security.

• Contact for Pricing

LinkedInHeadShot is an AI-powered tool for creating professional LinkedIn headshots. It optimizes photos to enhance profile views and align with industry standards, helping users stand out in their careers.

• Freemium
• From 15$