Directory · updated Oct 26, 2026
Meeting notes, compliance review, tax, estate, proposals and prospecting. Each price, CRM integration and security claim links to the vendor page it came from. Rankings are never for sale.
Every row links to a full profile with sources. Filter above, or browse by job.
48 of 48 tools
AI assistant for advisors that turns meetings, emails and documents into notes, workflows and audit-ready records; separate Onboard (account opening, document intake) and Grow (meeting analytics) products.
AI assistant for advisors: meeting prep, notes without storing recordings, follow-ups, document data extraction synced to CRM and eMoney, and an MCP connector for Claude/ChatGPT.
An 'agentic AI operating system' for wealth firms: captures client intelligence and runs workflows using 50+ specialized agents. Built for enterprise firms.
Advisor CRM with a built-in AI Assistant, agents/playbooks and an AI Notetaker add-on.
General-purpose AI notetaker for Zoom, Google Meet and Microsoft Teams calls. Free for individuals, with CRM updates for teams. Not built for advisors.
AI compliance platform: marketing review, e-comms surveillance, transaction monitoring, firm oversight, filings and CE, for SEC- and FINRA-regulated firms.
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AI agents for marketing compliance review, adverse-media screening and electronic communications surveillance, with versions for wealth, insurance/annuities and banking.
Enterprise marketing compliance platform that checks content against FINRA 2210, FTC, UDAAP and internal policies before it's published.
Compliance software for RIAs and broker-dealers: advertising review (including LLM-based 'AI Review'), disclosure management and FINRA registration management.
Archiving, supervision and AI-assisted surveillance for electronic communications across 80+ channels.
Compliant archiving, messaging, supervision and eDiscovery, with 'Global Relay AI' for monitoring communications (audio and text in 50+ languages).
Websites, content, email and compliant texting (MyRepChat) for advisors, with AI content tools.
Marketing system for advisors with AI-powered campaigns ('Snappy AI'), websites, content, automation and texting.
AI 'growth officer' for advisors: prospecting, brand building and lead-to-close workflows.
Organic-growth platform that ranks prospects using client insights, with a Salesforce app and a 'Catchlight Connect' lead product.
Enterprise CRM for financial services with Agentforce AI agents.
CRM for RIAs with a built-in AI assistant, 'Practifi Intelligence'.
Risk-tolerance scoring, personalized proposals and retirement-readiness tools, with an AI engine across the suite. Formerly Riskalyze (riskalyze.com now redirects to Nitrogen).
Research and proposal platform for advisors, with 'Y', an AI agent built into YCharts.
Market data, portfolio analysis and client-ready reports. Has advisor plans with custodian integration.
Financial planning software with 'Iris', an AI planning agent, plus RightIntel firm intelligence and RightExpress prospecting.
Financial planning software marketed as 'Verifiable AI' for delivering advice across client segments.
AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work.
Reads client tax returns to build tax-planning reports, plus estate and insurance planning.
AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.
Estate planning software for advisors: AI-built estate summaries, document creation and scenario modeling.
Estate and tax planning in one AI platform: generates documents, analyzes returns and models strategies.
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
Automated document collection and data extraction for alternative investments (capital calls, distribution notices, capital account statements), with 'Canoe AI' trained on alts. Acquired by Bloomberg.
Wealth-management data platform that unifies custodian, CRM and planning data so a firm can run AI, reporting and automation on it.
Client onboarding where your own AI agent completes setup tasks in client accounts after the client approves.
AI notetaker for advisors (pre-meeting scripts, summaries, action items, compliance-ready notes), plus agentic workflow automation.
Scheduling, reminders and AI notetaking for advisors, running inside Redtail, Wealthbox and Advyzon.
AI-native CRM for RIAs with an AI meeting notetaker, automation builder and dashboards.
Compliance and security for unified communications (voice, mobile messaging, video), with ML classifiers for SEC/FINRA risks and a real-time compliance advisor.
Wealth data and reporting platform with native AI ('Addison' answers portfolio questions), alternatives data management and Navigator scenario modeling.
All-in-one platform (portfolio management, reporting, billing, CRM, document vault, rebalancing, client portal) with Advyzon AI for meeting prep, follow-ups and reporting.
Custodian plus software for independent RIAs: commission-free trading and integrated portfolio and reporting tools. Hazel AI is its AI arm (listed separately).
Cash-flow planning platform with client portal, aggregation, CoPlanner and advisor analytics. A Fidelity Investments company.
Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools.
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents.
Visual financial planning and discovery tool, used standalone or alongside eMoney or MoneyGuidePro.
Family office, RIA and bank/trust intelligence database with AI search, an MCP server for Claude, ChatGPT, Gemini and Copilot, and CRM feeds.
Relationship marketing for advisors and other professionals: personal-feeling email, social, texting, websites and AI.
Proactive advice content and next-best-action alerts tied to client milestones (Life in Numbers, Life Events, Children & Wealth), delivered through your CRM.
Risk analysis and proposals with AI statement scanning and automated compliance monitoring (ComplianceIQ).
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
Operations platform: document management, new account opening, advisor transitions, ComplianceEdge and Compliance TRACKR disclosure delivery.
14 jobs. Number = tools listed.
Each price, integration and security claim links to the vendor page it came from, with the date we checked it.
If a vendor doesn't publish something, we say so. We never guess "starting at" prices.
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