AI co-pilot for bankers - AI tools

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

PitchBob is an AI-powered platform that helps entrepreneurs create pitch decks, business plans, financial models, and other essential startup documents. It streamlines the process of developing and packaging a business idea.

• Paid

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

Pilot Trading is an AI-powered app that uses advanced order book analysis and mathematical psychology to predict market shifts and provide real-time trading alerts.

• Free Trial
• From 20$

Docyt AI is an AI-powered bookkeeping software designed to automate accounting workflows for businesses and accounting firms, utilizing AI agents for real-time financial management.

• Paid
• From 499$

Fin+ AI empowers your investment strategy with superior market insights, precision, and depth in stock market research. It provides accurate, real-time financial data and analysis.

• Contact for Pricing

Posh AI provides AI-powered solutions, including voice and digital assistants, specifically designed for banks and credit unions to enhance customer service, empower employees, and optimize operations.

• Contact for Pricing

Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.

• Contact for Pricing

AlphaWatch AI offers advanced AI-driven workflow automation solutions designed for the finance sector, ensuring data-driven insights and human oversight to enhance business processes.

• Contact for Pricing
• API