Top AI tools for Financial Advisor

Money+ is a financial management tool that helps users track expenses, income, and budgets, leveraging Google Sheets as the primary storage and analytics dashboard.

• Freemium
• From 2$

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$

SBA Planner is an AI-powered platform that generates SBA-compliant business plans quickly. It transforms user inputs into professionally formatted plans, streamlining the SBA funding process.

• Free Trial

PaperSpace is an AI-powered document management platform that enables users to scan, organize, search, and chat with their documents, while providing automatic calendar reminders and secure collaboration features.

• Free Trial
• From 7$

BillSplitter is an intelligent online tool that simplifies multi-currency group expenses with AI-powered recommendations, real-time exchange rates, and intuitive tracking features.

• Freemium
• From 8$

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$

Snack Prompt is a platform offering a vast library of prompts and automations for AI, trusted by over 220K creators and leading companies. Enhance AI adoption and productivity with over 35 million prompts and automations.

• Freemium

CrankWheel is an advanced screen sharing and remote engagement tool designed for sales professionals, enabling instant visual presentations without downloads or technical barriers. Its robust suite of features increases conversion rates, enhances customer engagement, and streamlines the sales process.

• Freemium
• From 29$

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.

• Contact for Pricing

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

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

Better Deal is an AI-powered real estate investment platform that helps users find and analyze potential investment properties with comprehensive market analysis tools and property insights.

• Free

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Spike offers a suite of tools and insights for property investors, featuring property search, investment calculators, valuation estimates, market data, and an AI property expert named Alex.

• Free

Interfax delivers news, in-depth analysis, and risk management solutions focused on Russia and the CIS, supporting due diligence, reputational risk assessment, and business decision-making.

• Free Trial

iPicks provides AI-powered insights to accelerate research and spot hidden opportunities on over 6,000 stocks and ETFs.

• Free

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

Slice leverages artificial intelligence to automate receipt scanning, organization, and spending analysis, making expense tracking simple and accurate.

• Paid

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.

• Paid
• From 50$

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$

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$