Top AI tools for Financial Planner

Useful Formulas accelerates your workflow by providing ready-to-use spreadsheet formulas for both Excel and Google Sheets, enabling fast automation of repetitive tasks.

• Free Trial
• From 19$

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Helgi Library is a data analytics platform providing extensive economic indicators, company reports, and sector analysis across 181 countries and 32 sectors.

• Contact for Pricing

PolicyX is an AI-powered insurance platform that provides instant answers, compares insurance plans, and helps users understand policy options through its AI chatbot assistant Pixie, available 24/7.

• Free

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.

• Free Trial
• From 30$

MyFinancialPrograms is a financial comparison platform that helps users find better deals on mortgages, loans, insurance, and debt management, with community-based recommendations and state-specific resources.

• Free

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

Ditto offers personalized insurance advice and end-to-end assistance for health and life insurance, helping users make informed decisions with expert guidance and lifetime claim support.

• Free

MiTrac is an AI-powered medical bill management platform that helps families organize, track, and manage healthcare expenses with automatic OCR, duplicate detection, and secure storage.

• Free Trial

GoldSim is a premier Monte Carlo simulation software for dynamically modeling complex systems in engineering, science, and business, enabling risk analysis and decision-making through quantitative uncertainty representation.

• Contact for Pricing

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

Rising Bank is a digital banking platform offering competitive rates on CDs, high-yield savings accounts, mortgages, and SBA loans, with a focus on customer service and social impact.

• Other

Calcues offers a wide range of free, accurate calculators for financial planning, health tracking, mathematics, and everyday utilities with intuitive interfaces.

• Free

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

PointDexter is an AI-powered tool that analyzes your spending patterns to find the perfect rewards credit card, helping you maximize points and optimize your financial strategy.

• Other

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

Quicko Pro is an AI-powered practice management platform that helps advisors manage orders, customers, payments, and teams in one place, featuring a powerful order management system and AI Sidekick for enhanced productivity.

• Free Trial

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$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

PanParagon is a free mobile application that helps users store receipts digitally, track expenses, find promotions, and manage shopping lists and loyalty cards in one place.

• Free

HyperJar is a spending app that helps users organize and control their finances through digital jars, offering cashback rewards, bill splitting, and prepaid cards for individuals and families.

• Free

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

SecretMemoryLocker is a secure digital legacy management tool that uses memory-based authentication and blockchain time-locking to protect and transfer sensitive information to trusted individuals.

• Free

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free

Reconcile is an AI-powered financial dashboard that connects with QuickBooks, providing real-time insights, compliance alerts, and personalized financial advice. It helps businesses save time and money, streamlining financial management.

• Paid
• From 30$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

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$

Tandem is an AI-powered app that helps couples share expenses, track spending, plan purchases, and coordinate their day-to-day activities to simplify living together.

• Contact for Pricing

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

Macaron is a personal AI agent designed to enhance daily living by building real-life tools based on user requests, featuring Deep Memory for personalized growth and unique interactions.

• Other

Illinois Mortgage Calculator enables users to estimate their monthly mortgage payments by accounting for home price, down payment, interest rates, and loan term, giving insight into mortgage costs for Illinois properties.

• Free

PaisaCalc offers free financial calculators and tools for budgeting, loans, savings, and taxes, designed for Indian users with accuracy and privacy.

• Free

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

YouCanBookMe is an AI-powered scheduling automation platform that helps small businesses save time, get more clients, and increase revenue through customizable booking pages, payment integrations, and automated workflows.

• Freemium
• From 10$

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

dyrectori is an AI-powered directory management platform that enables users to create, customize, and organize personalized directories for contacts, products, assets, and more with advanced search and collaboration features.

• Freemium
• From 20$

Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

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

Trya is an AI-powered budgeting application that helps users manage their finances through personalized budget creation, expense tracking, and bank synchronization. Available for free on iOS and Android, it offers advanced security features and compatibility with over 150 European banks.

• Freemium

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$

Kualto empowers users to track spending and forecast future balances using a manual, organized budgeting approach. Plan ahead and avoid financial surprises with cash flow projections and spending reports.

• Freemium
• From 5$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium

SmartAsset is an AI-driven financial technology platform that provides comprehensive financial planning tools, calculators, and connects users with qualified financial advisors through intelligent matching algorithms.

• Other