Top AI tools for Financial Planner

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

Investment Calculator is an online tool that helps users plan and optimize their retirement savings by simulating various investment strategies and lifestyle choices. Get personalized insights on monthly contributions, projected outcomes, and advice for achieving your financial retirement goals.

• Free

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

SecretMemoryLocker is a secure digital legacy management tool that uses memory-based authentication and blockchain time-locking to protect and transfer sensitive information to trusted individuals.

• Free

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

Clocr offers secure digital asset management, emergency planning, and estate organization services, designed to protect your legacy and provide peace of mind for your family.

• Freemium
• From 30$

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

PaisaCalc offers free financial calculators and tools for budgeting, loans, savings, and taxes, designed for Indian users with accuracy and privacy.

• Free

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

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$

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium

Calcues offers a wide range of free, accurate calculators for financial planning, health tracking, mathematics, and everyday utilities with intuitive interfaces.

• Free

Vings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.

• Freemium
• From 5$

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

Plann3r streamlines professional meeting scheduling with customizable branding and personal communication features, helping users regain control over their calendars while offering a personalized client experience.

• Paid
• From 19$

CalendarBudget is an online budgeting tool that helps users visualize income, expenses, and account balances on a calendar, ensuring timely bill payments and efficient financial planning.

• Free Trial
• From 12$

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.

• Free Trial
• From 30$

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

Saxo is a comprehensive financial platform offering both simple investing and advanced trading tools with AI-driven market analysis, stock lending, and professional trading capabilities.

• Other

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

inBudget is a personal finance app for budget planning and money management that offers unlimited budgets and transactions with personalized tracking, including cryptocurrency monitoring and public budget sharing.

• Freemium
• From 5$

PolicyX is an AI-powered insurance platform that provides instant answers, compares insurance plans, and helps users understand policy options through its AI chatbot assistant Pixie, available 24/7.

• Free

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

• Contact for Pricing

YouCanBookMe is an AI-powered scheduling automation platform that helps small businesses save time, get more clients, and increase revenue through customizable booking pages, payment integrations, and automated workflows.

• Freemium
• From 10$

MiTrac is an AI-powered medical bill management platform that helps families organize, track, and manage healthcare expenses with automatic OCR, duplicate detection, and secure storage.

• Free Trial

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$

Zerodha is India's largest discount brokerage platform offering commission-free equity delivery trading, flat fee intraday/F&O trades, and comprehensive investment services across stocks, derivatives, mutual funds, ETFs, and bonds.

• Freemium

Useful Formulas accelerates your workflow by providing ready-to-use spreadsheet formulas for both Excel and Google Sheets, enabling fast automation of repetitive tasks.

• Free Trial
• From 19$

Banktivity is a macOS/iOS-based financial app offering comprehensive budgeting, investment tracking, and money management tools with secure bank connections and cross-device sync.

• Free Trial
• From 7$

Aequify is an AI-powered platform that simplifies cross-border tax and financial management for expats by automatically syncing global accounts, providing tax compliance alerts, and generating advisor-ready reports.

• Freemium
• From 7$

Credit Sesame provides free daily credit score monitoring, personalized credit improvement actions, and intelligent financial product matching to help users build better credit and achieve financial goals.

• Freemium

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

Cleardocs provides a comprehensive online legal document suite for company, trust, and SMSF formations, trusted by over 100,000 customers with fast, cost-effective document creation.

• Other

HyperJar is a spending app that helps users organize and control their finances through digital jars, offering cashback rewards, bill splitting, and prepaid cards for individuals and families.

• Free

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

• Freemium

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

S5 Stratos offers an AI-driven platform for retail and CPG merchandising. It helps businesses optimize assortment planning, merchandise financial planning, and allocation.

• Contact for Pricing

Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

PanParagon is a free mobile application that helps users store receipts digitally, track expenses, find promotions, and manage shopping lists and loyalty cards in one place.

• Free

Rising Bank is a digital banking platform offering competitive rates on CDs, high-yield savings accounts, mortgages, and SBA loans, with a focus on customer service and social impact.

• Other

GoldSim is a premier Monte Carlo simulation software for dynamically modeling complex systems in engineering, science, and business, enabling risk analysis and decision-making through quantitative uncertainty representation.

• Contact for Pricing

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

DailyPalAI offers a comprehensive collection of 45+ free AI-powered tools for content creation, design, data analysis, and automation, all accessible without sign-ups or limits.

• Free

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Anchor Investment Management is a boutique Registered Investment Adviser providing comprehensive financial planning, investment management, and retirement solutions through personalized 1-on-1 advisor relationships.

• Contact for Pricing

Sheetcast is an innovative Excel add-in that enables users to convert spreadsheets into secure and customizable web applications in minutes, without any technical expertise required.

• Usage Based
• From 10$

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$