Top AI tools for Financial Advisor

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$

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

AI Scam Detective is an AI-powered tool that analyzes messages and conversations to detect potential scams, providing a risk score from 1-10.

• Free

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

Realistics maximizes your iOS device's capabilities by offering personalized AI companions skilled in various domains, facilitating interactive learning and advice.

• Free Trial

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

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$

TaoPrompt rapidly creates expert-level AI prompts for platforms like ChatGPT and Gemini via browser extensions, helping users achieve professional results in seconds.

• Freemium

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.

• Paid
• From 20$

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

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

Xeovo provides a privacy-focused VPN and stealth proxy solution designed to bypass censorship and protect user anonymity, offering strong encryption and a strict no-log policy.

• Paid
• From 6$

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

HigherVisibility is an award-winning digital marketing agency providing tailored SEO, PPC, and website design solutions to deliver measurable business growth. Their data-driven strategies help businesses of all sizes achieve higher search visibility and increased conversions.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Slice leverages artificial intelligence to automate receipt scanning, organization, and spending analysis, making expense tracking simple and accurate.

• Paid

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

CCXAI is an AI-powered customer communication platform offering multi-channel support, real-time analytics, and automation to enhance customer engagement and operational efficiency.

• Paid
• From 15$

Ushur provides an AI-powered Customer Experience Automation platform to automate workflows, deploy AI Agents, and deliver seamless, compliant, and personalized engagement at scale.

• Contact for Pricing

Calculator Studio is a no-code platform that allows users to build and publish advanced website calculators using spreadsheet formulas, perfect for creating ROI calculators and price quote tools.

• Paid
• From 49$

Eyre is an AI-powered meeting platform that provides secure, high-quality video calls and productivity tools. It features end-to-end encryption, AI-generated agendas, speaker notes, transcripts, and summaries.

• Freemium
• From 10$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

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

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

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$

Spike offers a suite of tools and insights for property investors, featuring property search, investment calculators, valuation estimates, market data, and an AI property expert named Alex.

• Free

Achievable is an AI-powered exam preparation platform that offers personalized learning experiences through adaptive algorithms. The platform covers various professional certifications and educational tests, with a proven 95%+ success rate.

• Freemium

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

CAPTR is a versatile video form creation platform that enables users to create interactive video content with customizable actions, integrations, and analytics capabilities.

• Freemium

ProcessorIQ is an AI-powered platform that converts, labels, and risk-checks mortgage files, streamlining document management for mortgage professionals. Experience faster, smarter, and more organized loan cycles with automated PDF conversion and intelligent alerts.

• Freemium
• From 25$

SBA Planner is an AI-powered platform that generates SBA-compliant business plans quickly. It transforms user inputs into professionally formatted plans, streamlining the SBA funding process.

• Free Trial

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$

Smart Communications offers a scalable cloud-based platform for enterprises to deliver personalized, AI-powered omnichannel customer conversations, optimize data collection, and ensure regulatory compliance across financial, insurance, healthcare, and other sectors.

• Contact for Pricing

StartupStudio AI leverages artificial intelligence to guide entrepreneurs through every stage of building a business, from idea validation to investment planning.

• Freemium

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$

AQUA is a comprehensive Bitcoin and stablecoin wallet offering global financial inclusion, seamless asset swaps, and self-custody for users seeking secure, low-cost transactions.

• Free

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing