AI tools for financial advisors
Meeting notetakers, assistants and agents, research tools and prospecting software built for advisory firms.
AI tools vendors
- AveniUK AI platform for advice meeting capture, suitability drafting and compliance review.
- Boosted.aiAI investment research platform for monitoring portfolios and drafting memos.
- CaddiAI platform that finds and automates back-office work at RIAs and law firms.
- CatchlightAI lead-scoring and prospect-profile tool for wealth, banking and insurance firms.
- ContinuumAI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
- ContioAI meeting platform that captures notes and drafts follow-ups without a bot.
- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FINNYAI prospecting and marketing platform for financial advisors.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- GRemindersMeeting scheduling and reminder platform with an AI notetaker for advisors.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.
- JumpAI meeting assistant and workflow platform for financial advisors.
- MiliAI agents for wealth advisors, starting with meeting notes and CRM entry.
- NevisAI operating platform for wealth firms with agents, a task desktop and back-office workflows.
- PowderAI agents that read client statements and estate documents and build advisor proposals.
- QdeckAI copilot for advisors that answers client questions and builds proposals.
- SaturnAI software for UK financial advice firms covering meeting capture and compliance.
- TIFIN AIAI platforms for wealth firms from TIFIN, including Magnifi, Sage and Axis.
- WealthReachAI-run advisor websites with optional visitor identification and outreach drafting.
- ZeplynAgentic AI platform for wealth firms covering meeting notes, client profiles and follow-up.
- ZocksAI assistant that handles advisor meeting notes, CRM updates and follow-up.