Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools.
PricingCore $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free.
IntegrationsRedtail, Wealthbox, Salesforce, Schwab +3
AI tax planning software for advisors (2026)
6 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
Side-by-side comparison
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free. ↗ incomelaboratory.com/pricing | Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Orion, Black Diamond ↗ incomelaboratory.com/pricing | SOC 2 Type II ↗ incomelaboratory.com/pricing | Visit | |
| Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH). ↗ holistiplan.com/pricing | Redtail, Wealthbox, Nitrogen, Asset-Map ↗ holistiplan.com/platform/integrations | SOC 2 Type II; MFA ↗ holistiplan.com/pricing | Visit | |
| All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing | Redtail, Wealthbox, Salesforce, eMoney ↗ fpalpha.com/pricing | None found | Visit | |
| Hazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo. ↗ hazel.ai/pricing | Unverified | None found | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ vise.com | Schwab, Fidelity, Pershing, Goldman Sachs Custody Solutions, Raymond James, Altruist ↗ vise.com | None found | Visit |
Every tool in this job
Reads client tax returns to build tax-planning reports, plus estate and insurance planning.
PricingAnnual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH).
IntegrationsRedtail, Wealthbox, Nitrogen, Asset-Map
AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.
PricingAll-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits).
IntegrationsRedtail, Wealthbox, Salesforce, eMoney
AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work.
PricingHazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo.
IntegrationsNot verified
Estate and tax planning in one AI platform: generates documents, analyzes returns and models strategies.
PricingNot published ('Inquire for Pricing').
IntegrationsSalesforce, Wealthbox, Redtail, Advyzon +5
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
PricingNo public pricing found on the vendor pages we checked (demo/quote).
IntegrationsSchwab, Fidelity, Pershing, Goldman Sachs Custody Solutions +2
Weekly newsletter
The Advisor AI Changelog
One short email a week on what changed in advisor AI tools: prices, integrations and security, with a source for every item.
Free. Weekly. Unsubscribe anytime.