Top AI tools for Financial Advisor

Sawal AI offers an AI-powered scheduling bot that automates appointment bookings, integrates with existing systems, and enhances customer experience. It reduces no-shows and improves operational efficiency for various industries.

• Free Trial

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

Tradytics is a comprehensive trading platform that utilizes AI to provide professional-grade market data, options flow analysis, and trading tools typically only available to Wall Street professionals.

• Freemium
• From 69$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

Smith.ai provides AI-powered and human-staffed virtual receptionist services, including call answering, intake, scheduling, and outreach campaigns, improving lead conversion and customer service.

• Paid
• From 293$

Ethos provides a user-friendly self-custody crypto wallet featuring encrypted key management, cross-chain trading, and gasless transactions across multiple blockchains.

• Free

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

Onehub is a robust cloud storage and file sharing platform designed for businesses to securely store, organize, and share documents online with advanced permission controls, custom branding, and virtual data room capabilities.

• Free Trial
• From 15$

Illusion is an AI tool builder enabling users to generate text and images using advanced AI models like OpenAI, ChatGPT, and Stable Diffusion, featuring templates across various domains.

• Freemium

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• Freemium

AI247Bot is an AI-powered chatbot designed to enhance customer interactions, boost satisfaction, and streamline the support process 24/7. It helps businesses reduce response times, increase customer satisfaction, and lower support costs.

• Freemium
• From 19$

Cipherwill offers a secure digital will platform that ensures your sensitive data and digital assets are delivered to the right beneficiaries using advanced end-to-end encryption and robust backup systems.

• Freemium
• From 4$

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

CrankWheel is an advanced screen sharing and remote engagement tool designed for sales professionals, enabling instant visual presentations without downloads or technical barriers. Its robust suite of features increases conversion rates, enhances customer engagement, and streamlines the sales process.

• Freemium
• From 29$

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

CalFirm streamlines appointment confirmations by integrating with Google Calendar and Microsoft Outlook, reducing no-shows and boosting business efficiency. Designed for professionals and businesses of all sizes, it offers tailored confirmation workflows, analytics, and customizable messaging.

• Freemium
• From 10$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

Latwy automatically syncs your financial transactions and account balances to Notion by connecting securely to your financial institutions, eliminating manual data entry and enhancing your personal finance management.

• Free Trial
• From 5$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

Personal AI offers an AI-powered platform to create and deploy AI personas, streamlining workflows and enhancing productivity for businesses. It prioritizes privacy, security, and data ownership.

• Contact for Pricing

Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

• Paid
• From 4$

1099Online is a cost-effective, secure platform designed for quick and easy electronic filing of 1099 forms with the IRS, offering essential features like TIN matching and bulk data import.

• Paid

Datalyse offers a cloud-based CRM platform designed for small businesses and sales teams, unifying communications like calls, WhatsApp, email, and SMS, alongside sales pipeline management and workflow automation to improve productivity.

• Paid
• From 12$

eCheckplan offers secure, efficient, and user-friendly eCheck payment processing solutions for businesses of all sizes, ensuring fast transactions and transparent pricing.

• Freemium

CommoditiesChart.net offers professional, real-time and historical commodities data with advanced visualization and trend forecasting tools for investors and analysts.

• Other

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.

• Paid
• From 50$

Veryfi is an AI-driven bookkeeping platform designed to automate expense management, receipt processing, timesheets, and vehicle mileage tracking for individuals and teams. Featuring real-time data extraction, robust integrations, and stringent data privacy, Veryfi streamlines accounting workflows and eliminates manual data entry.

• Paid
• From 14$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

TalkWiz.ai leverages AI-driven SMS outreach to instantly respond, qualify, and schedule appointments with leads, maximizing conversion rates and sales efficiency.

• Free Trial
• From 79$

financeAds International connects banks, insurance companies, and fintechs with top affiliates, offering advanced tracking and performance marketing solutions designed for the financial sector.

• Free

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

Quickly verify your Social Relief of Distress (SRD) R350 grant status, payment dates, and eligibility with the MySASSA SRD online tool. Includes real-time updates, grant calculators, and detailed guides on appeals and payments.

• Free

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$