advisory firm automation platform - AI tools

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

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

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

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.

• Contact for Pricing

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

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

Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.

• Contact for Pricing

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

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$

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

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

• Contact for Pricing