AI financial planning software - AI tools
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$
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
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
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
Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.
- Other
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$
BizPlanner.AI is an AI-driven platform designed to help entrepreneurs and businesses create professional business plans efficiently and affordably.
- Pay Once
- From 10$
PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.
- Freemium
- From 39$
Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.
- Freemium
- From 25$
Venturekit is an AI-powered business plan generator that creates comprehensive, professional business plans in minutes. It combines business planning with AI consultation and content creation capabilities.
- Freemium
- From 16$
Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.
- Freemium
- From 10$
FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.
- Free Trial
- From 9$
Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.
- Other
Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.
- Freemium
- From 29$
- API
Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.
- Freemium
Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.
- Freemium
- From 29$
RealtyOmega is an AI-powered platform that analyzes global real estate data to identify promising investment opportunities, offering market trend analysis, cost estimation, and profit forecasting through advanced neural networks.
- Free Trial
Plansom is an AI-powered platform that generates customized business and project strategies, offering both monthly and annual subscription options for accessing hundreds of standard strategies.
- Paid
- From 15$
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