AI co-pilot for financial advisors - AI tools

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

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

Knolli.ai allows users to build AI assistants, tools, and workflows trained on their specific knowledge base, catering to knowledge creators and internal teams. It facilitates monetization, personalized learning, and streamlined business processes.

• Freemium
• From 19$

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$

CoPilot is an AI-powered car shopping and buying platform that uses personalized AI agents to search dealer inventories, analyze market trends, and provide price protection to help users find the best vehicles at optimal prices.

• Free

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

Plootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.

• 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

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

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$

Exegov is an AI co-pilot designed for founders and early-stage startups, providing tools and insights for business strategy, planning, product development, and financial forecasting.

• Free Trial
• From 49$

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$

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

• Other

FundMentor AI provides personalized financial planning and goal-setting through advanced artificial intelligence, offering tailored advice and actionable insights to help users achieve their financial objectives.

• Freemium

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$

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

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

Datatrixs is an AI analytics copilot that transforms business data from spreadsheets and accounting platforms into real-time insights, enabling faster, smarter decision-making for finance teams, operators, founders, and accountants.

• Paid

Steve is an AI-powered financial coaching platform that helps users track spending, set goals, and achieve financial independence through personalized insights and automated budgeting.

• Freemium
• From 5$

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

• Contact for Pricing

BPC-AI is an AI-powered collaborative business plan software that builds comprehensive business plans, generates accurate financial forecasts, analyzes markets, and monitors performance in real time for entrepreneurs and support organizations.

• Contact for Pricing