Top AI tools for Wealth Manager

My-Legacy.ai offers a secure, AI-powered platform for comprehensive life and inheritance planning, featuring tools like Legacy Score, asset portfolio management, and a secure digital vault.

• Freemium

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

StockSageAI is an AI-powered investment platform that provides real-time analytics, portfolio management, and stock forecasting to help investors make data-driven decisions and optimize their investment strategies.

• Freemium
• From 7$

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

RightCapital is AI-enhanced financial planning software that simplifies planning, enhances client engagement, and helps advisors scale efficiently through tools like Smart Import™ for data entry and comprehensive planning features.

• Freemium
• From 150$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

Vings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.

• Freemium
• From 5$

Better Off, now part of Steward, is an AI-driven estate planning platform that provides personalized estate plans through intuitive technology and expert support at a fraction of traditional law firm costs.

• Contact for Pricing

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• Other

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

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

• Freemium

Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.

• Contact for Pricing

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

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$

WealthPosition is an AI-powered financial management tool that helps users track accounts and transactions in one place while creating plans to achieve financial goals.

• Free Trial

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

snoopifyapp provides comprehensive information on how to sell annuities, explaining the process, methods, and considerations for converting future payments into lump-sum cash.

• Free

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

IFA-Planet is a comprehensive mutual fund software platform designed specifically for Mutual Fund Distributors and IFAs, offering client management, portfolio analysis, and real-time reporting tools to streamline advisory business operations.

• Free Trial

Flanks is a modular wealthtech platform that aggregates, enriches, and standardizes wealth data from multiple sources, enabling AI-driven insights and streamlined wealth management for financial professionals.

• Contact for Pricing

ReportWA automates professional financial reporting for wealth management firms, offering a drag-and-drop report designer, secure client portals, and rule-based distribution.

• Freemium

Linxo is an AI-powered financial management platform that centralizes bank accounts, tracks spending, analyzes budgets, and facilitates payments through open banking solutions for both individuals and businesses.

• Freemium

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

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

One Million Dollars App is an AI-powered financial tool that helps users set and track financial goals, manage budgets, and monitor net worth with real-time updates and personalized insights.

• Other

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

MarketXLS integrates real-time financial market data, advanced analytics, and AI-powered functions directly into Excel, streamlining investment research and trading analysis.

• Paid
• From 70$

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

• Other

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

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$

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

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

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

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

Dzambhala is an AI-powered financial platform providing real-time market alerts, data insights, and investment calculators to help users build wealth and plan for early retirement.

• Freemium

Bareksa is an AI-powered investment super app offering diverse investment products including stocks, mutual funds, government bonds, gold, robo-advisor, and Islamic pilgrimage savings, all in one platform with OJK-regulated security.

• Other

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions deploy agentic AI to engage account holders, empower staff, and drive growth through personalized digital interactions.

• Contact for Pricing

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

Investo provides diversified, asset-backed investment opportunities in Dubai, focusing on real estate and mobility assets with a legacy of performance and security.

• Contact for Pricing

SureShotFX provides AI-powered forex signal services and automated trading solutions to boost trading profits with real-time insights and verified performance.

• Other

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

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$

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free