AI co-pilot for financial advisors - AI tools

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$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

COPILOT is an AI assistant integrated into Apple Shortcuts, designed to simplify tasks and save time by automating workflows across Apple devices.

• Pay Once

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• Contact for Pricing

PitchBob is an AI-powered platform that helps entrepreneurs create pitch decks, business plans, financial models, and other essential startup documents. It streamlines the process of developing and packaging a business idea.

• Paid

Copilot is a Chrome extension that enhances online learning with AI-powered features like personalized tutoring, YouTube video summarization, and enhanced search insights.

• Freemium

Fin+ AI empowers your investment strategy with superior market insights, precision, and depth in stock market research. It provides accurate, real-time financial data and analysis.

• Contact for Pricing

Copilot.live is a Conversational AI Agents Platform that automates customer interactions across websites, apps, WhatsApp, email, and voice. Deploy AI agents for 24/7 support, lead generation, and seamless human handovers.

• Freemium
• From 69$

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

InfinipilotAI is a macOS application that enhances productivity with AI-driven features like autocomplete, grammar correction, translation, and more, integrated into any macOS app.

• Pay Once

MacCopilot is a macOS application that integrates with AI models like GPT-4, ClaudeAI, and Google Gemini. It allows users to capture screen content and interact with AI for insights and analysis.

• Paid
• From 30$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

Continual is an advanced platform designed to create an AI copilot for applications, integrating with application data and APIs to provide instant answers and automated workflows.

• Contact for Pricing
• API

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

Copilot2trip is your free AI-powered personal travel assistant. It helps you plan your trips by understanding your intended destination, trip length, and preferences. You can chat with Copilot2Trip to get personalized travel recommendations and itineraries.

• Free Trial

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

CPA Pilot is an AI-powered assistant that helps tax professionals streamline their workflow, saving time on research, client communication, and marketing.

• Paid
• From 20$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Pilot Trading is an AI-powered app that uses advanced order book analysis and mathematical psychology to predict market shifts and provide real-time trading alerts.

• Free Trial
• From 20$

Dot Copilot is an AI-powered productivity tool that integrates with your favorite apps to streamline tasks, saving you time and money. It offers features like expense tracking, translation, and social media engagement.

• Paid

Hotball.ai is an AI-powered platform that helps startup founders validate business ideas, improve pitch decks, and receive guidance from AI-simulated C-level executives to increase chances of securing funding.

• Contact for Pricing

Locusive provides trainable AI copilots to support and guide users within your software. It offers 24/7 answers, chat-based interaction, and integrates with help documentation and internal data sources.

• Freemium
• From 25$

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

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

Copilotly is an AI-powered digital assistant that helps users streamline their workflows, enhance productivity, and tackle creative tasks across various platforms and browsers.

• Freemium
• From 19$

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

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

TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

• Paid
• From 2$