AI Tools for Advisors

Advisortech Insider: Daily Insights for Modern Financial Advisors

Happy Tuesday!

I saw yesterday the “Kitces” style maps for AI-AdvisorTech are starting to surface, so I’d like to join the crowd and offer a list of my own. I’ve demoed many of these so if you have questions, feel free to reply back and let’s discuss!

AI Tools for Advisors:

AI meeting bots:

• FinMate AI (ProAdvisorSuite partner)

• Jump

• Zocks

• Munin AI

• Pulse360

Document Upload Analysis:

• Advisor Core by YourStake (ProAdvisorSuite partner)

• VRGL

• ARQA

• FP Alpha

• LEA

• FutureVault

Content Generation:

• saifr

• AdvisorX AI

• Wealth Management GPT

• Snappy Kraken

• FMG

Prospecting Tools:

• Wealthfeed promo code “proadvisorsuite” for 10% discount

• FINNY

• Catchlight

• Cashmere AI

• aidentified

CRM bot:

• Elara

Paraplanner assistant:

• Paraplanner.ai

• CacheTech Advisor Solutions

• CogniCor Technologies

Investment Data/Analytics:

• Boosted.ai

• ArkiFi

• ARQA

Compliance:

• Hadrius (ProAdvisorSuite Partner)

• RegVerse

As is typically the case, some of these are in multiple categories or overlap, but generally these are the categories I came up with. I’m open to feedback. :)

Which of these are you using? What’s been your experience?

Warmly,

Joe