Automated client advisory platform - AI tools

OneAdvisor is an AI-powered platform delivering hyper-personalized executive insights and predictive intelligence, speeding up data-driven decision-making for businesses.

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Addvising is an AI-powered pulse check agent that automates employee surveys and feedback collection, delivering actionable insights to help leaders understand team dynamics and drive meaningful change.

• Freemium
• From 99$

Plootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.

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Fieldguide is an AI-powered platform designed for advisory and audit firms that helps increase efficiency, margins, and client satisfaction across all engagements.

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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.

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Macroaxis is an AI-powered investment advisory service that helps investors build and optimize portfolios with affordable technology.

• Other

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.

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