Top AI tools for Financial Advisor
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ShopUp Your AI-powered shopping companion for sales and card rewards
ShopUp is an AI-powered mobile application that helps users discover nearby sales and recommends the best credit cards to maximize rewards while shopping.
- Free
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MyInvestment-AI Personalized Investment Plans Tailored for You
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$
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MoneyCoach Modern Money Manager & Budgeting App
MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.
- Freemium
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Legal Document Simplifier AI-Powered Platform for Simplifying Legal Documents
Legal Document Simplifier uses advanced AI to instantly decode and simplify complex legal documents for small businesses and professionals, offering clear summaries, key term detection, risk alerts, and more.
- Freemium
- From 29$
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Vektor World's most powerful DeFi OS
Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).
- Contact for Pricing
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Goodbudget Budget with a why - Spend, save, and give toward what's important in life
Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.
- Freemium
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newton.co Trusted Crypto Trading Platform for Canadians
Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.
- Other
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Exclusive Leads Agency AI-Powered Exclusive Lead Generation for High Conversion
Exclusive Leads Agency provides AI-driven lead generation services, delivering high-quality, exclusive leads to legal, financial, insurance, and home service industries. Their process ensures qualified prospects tailored to match your business goals for increased sales and measurable ROI.
- Usage Based
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Send Comps Automated Real Estate Comparable Reports Delivered Monthly
Send Comps delivers monthly real estate comparable appraisal reports to your inbox, helping property owners stay updated on local market trends without realtor involvement.
- Paid
- From 10$
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Taproot Budgeting Intuitive Budgeting for Confident Saving
Taproot Budgeting offers a streamlined way to set up and manage personal budgets, monitor expenses, share financial plans, and analyze spending trends for confident money management.
- Other
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MySASSA SRD Status Check Instant SASSA SRD R350 Grant Status Checks and Updates
Quickly verify your Social Relief of Distress (SRD) R350 grant status, payment dates, and eligibility with the MySASSA SRD online tool. Includes real-time updates, grant calculators, and detailed guides on appeals and payments.
- Free
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Paychex Integrated HR, Payroll, and Benefits Platform with AI-Assisted Recruiting
Paychex is a comprehensive HR, payroll, and benefits management platform that streamlines business operations using advanced AI-assisted recruiting tools and analytics.
- Contact for Pricing
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Optimum Vertex AI The AI Trade Planning, Scheduling & Execution Analysis Platform
Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.
- Free Trial
- From 149$
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ChartBase Transform Notion Databases into Dynamic, Insightful Charts Instantly
ChartBase enables users to effortlessly convert Notion databases into live-updating, customizable charts with no coding required. The platform offers a user-friendly interface, multiple export options, and advanced chart customization for streamlined data visualization.
- Freemium
- From 3$
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SystemX The all-in-one Business Management platform for Consultants
SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.
- Freemium
- From 15$
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CanTax Instant Tax Help for Canadians
Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.
- Free
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Mortgage+Care Comprehensive Loan Servicing and Origination Management
Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.
- Contact for Pricing
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Skwad The privacy-first budgeting app that syncs transactions without sharing bank passwords
Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.
- Free Trial
- From 2$
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Voxia No Code Platform for Human-Like AI Phone Calls
Voxia offers a no-code platform for creating human-like AI phone calls, utilizing AI voice agents to automate inbound and outbound communication for businesses.
- Contact for Pricing
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nsave Global multi-currency accounts and investment platform
nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.
- Freemium
- From 10$
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CFA Test Series Personalized CFA Mock Exams and Expert Mentoring
CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.
- Paid
- From 18$
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Finlingo AI-Powered Finance Assistant for Money Clarity
Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.
- Freemium
- From 19$
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Tabadulat Global Shariah-Compliant Brokerage Powered by AI Insights
Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.
- Freemium
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EquBot AI Solutions for Investment and Wealth Management
EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.
- Contact for Pricing
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Mortguage.app Fast, Simple Mortgage Payment Calculator
Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.
- Free
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MyVCCircle Your All-in-One Personal Finance Companion
MyVCCircle is a comprehensive personal finance management app offering AI-powered insights to help users track expenses, coordinate group savings, and build better money habits.
- Other
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CalcGen Transform Your Data into an Interactive Visualization in Seconds
CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.
- Free
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Illusion AI Tool Builder for Content and Images
Illusion is an AI tool builder enabling users to generate text and images using advanced AI models like OpenAI, ChatGPT, and Stable Diffusion, featuring templates across various domains.
- Freemium
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intelliAssets Smarter Asset Management, Simplified
intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.
- Freemium
- From 3$
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Bitcoin.Tax Simplify Your Cryptocurrency Tax Calculations
Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.
- Freemium
- From 5$
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Sirius Investors AI-Powered Investment Analysis & Automation Platform
Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.
- Freemium
- From 11$
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Alphanso Personalized investment advice powered by AI
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
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Archive Intel Effortlessly Capture and Archive Off-Channel Texts with Whitelisting
Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.
- Paid
- From 89$
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lit.money Privacy-First, Effortless Financial Management for Modern Users
lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.
- Freemium
- From 6$
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Jump Turn Client Conversations into Secure AI-Powered Tasks, Notes, and Compliance Records
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$
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Fintool Equity Research Copilot: ChatGPT + SEC filings + Earnings calls
An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.
- Freemium
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MindGenius Online Revolutionizing the Way You Plan and Create with AI-Inspired Insights
MindGenius Online is a comprehensive project management and mind mapping tool enhanced with AI. It facilitates brainstorming, planning, task management, and team collaboration for improved project outcomes.
- Freemium
- From 10$
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Growth Grid Create your personalised business plan with AI in 15 minutes and save 90% on costs
Growth Grid is an AI-powered tool designed to generate comprehensive business plans quickly and cost-effectively. Users can create tailored plans in under 15 minutes by answering a few questions about their business.
- Free Trial
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StockInsights Effortless Financial Research Enhanced by Generative AI
StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.
- Freemium
- From 17$
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veryfi.app Automated Bookkeeping Powered by Sophisticated AI
Veryfi is an AI-driven bookkeeping platform designed to automate expense management, receipt processing, timesheets, and vehicle mileage tracking for individuals and teams. Featuring real-time data extraction, robust integrations, and stringent data privacy, Veryfi streamlines accounting workflows and eliminates manual data entry.
- Paid
- From 14$
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Good Calculators A Comprehensive Suite of Free Online Calculators
Good Calculators offers a vast collection of high-quality, free online calculators designed for finance, mathematics, health, engineering, and more, accessible on any device.
- Free
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Boosted.ai Artificial intelligence software that helps investment managers save time, improve portfolio metrics, and make better, data-driven decisions
Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.
- Contact for Pricing
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Zirtue The Smart Way To Manage Relationship-Based Loans
Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.
- Free
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Lumio Couples finances made easy
Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.
- Freemium
- From 3$
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ApexCube Free Stock and Crypto Portfolio Tracker
ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.
- Free
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AlgoVue ChatGPT powered no-code editor for algotrading
AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.
- Freemium
- From 30$
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7Assets Your Smart Financial Overview
7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.
- Free
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Go Global World Investor-first Platform to Save Time by Receiving 10x More Relevant Startups
Go Global World is an investor-first platform designed to streamline the startup discovery process. It offers AI-powered matchmaking, a standardized profile format, and a global network of verified investors and startups.
- Freemium
- From 249$
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Passiv Automate and Simplify Your Portfolio Management
Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.
- Freemium
- From 9$
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interVal Supercharging financial professionals with real-time opportunities and actionable next steps.
interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.
- Contact for Pricing
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