advisory firm automation platform - AI tools
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Fieldguide The future of Trust. Powered by Fieldguide.
Fieldguide is an AI-powered platform designed for advisory and audit firms that helps increase efficiency, margins, and client satisfaction across all engagements.
- Contact for Pricing
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OneAdvisor Agentic AI Platform for Predictive Business Insights
OneAdvisor is an AI-powered platform delivering hyper-personalized executive insights and predictive intelligence, speeding up data-driven decision-making for businesses.
- Contact for Pricing
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Occam The Intelligent Automation Engine for Finance
Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.
- Contact for Pricing
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Endex The autonomous financial analyst.
Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.
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Parthean AI-enhanced financial planning platform for better client decisions
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
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Vise An all-in-one AI-powered platform for building, managing, and explaining personalized investment portfolios at scale
Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.
- Contact for Pricing
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Mako AI The AI-powered associate for investment firms.
Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.
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Farsight AI Complex AI Automations for Finance
Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.
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Neurasix AI-Driven Financial Advisory for Audit, Consulting, and Finance Professionals
Neurasix is an AI-powered financial intelligence platform that provides audit-ready, data-backed regulatory insights for professionals in audit, consulting, and finance, helping to address complex compliance and research challenges efficiently.
- Paid
- From 11$
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Kenley AI Platform for Consulting Firms
Kenley is an AI platform designed specifically for consulting firms to leverage their internal knowledge for critical workflows like research synthesis and proposal deck generation.
- Contact for Pricing
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