financial planning platform - AI tools

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

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

• Freemium

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

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

MoneyOnFIRE is an AI-powered financial planning tool that provides personalized, actionable steps to optimize finances and achieve financial independence goals faster through advanced calculations and scenario analysis.

• Other

Planful is a Financial Performance Management platform that helps businesses plan, close, and report, driving impactful decisions with AI-driven insights.

• Contact for Pricing

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

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

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

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

IDU-Concept provides AI-driven financial planning and analysis tools that streamline budgeting, forecasting, and reporting processes, transforming finance teams into strategic partners.

• Contact for Pricing

Golden Compass is a comprehensive financial education platform offering interactive tools, market news, and educational resources to help users manage budgets, track investments, and achieve financial goals.

• Free

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

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium