Top AI tools for Financial Planner

Wallos is an open-source, self-hostable web application designed to manage personal subscriptions and recurring expenses with enhanced data privacy and customization options.

• Free

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

Kualto empowers users to track spending and forecast future balances using a manual, organized budgeting approach. Plan ahead and avoid financial surprises with cash flow projections and spending reports.

• Freemium
• From 5$

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

Tiller automatically tracks your financial data in Google Sheets and Excel, providing daily updates, customizable templates, and comprehensive budgeting tools.

• Paid
• From 7$

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$