10 Best AI Tools for Financial Advisors

Although financial advisors are considered more traditional and rigid in their work approach, innovative technology can significantly improve their productivity and overall efficiency, giving them a distinct advantage.

AI is at the very forefront of technology that can help financial advisors do more and be better at their jobs in more ways than one, so anyone looking to stay thriving in 2025 and beyond shouldn’t miss on it.

In this article, I’ll suggest the 10 best AI tools for financial advisors based on:

1. My personal experiences with implementing AI in various business areas.
2. The opinions and expertise of seasoned industry experts and user reviews on G2 and Capterra.

Before we delve in, let’s quickly explain how AI can help financial advisors provide better financial services at all levels.

How Can AI Be of Use to Financial Advisors?

There are several areas where AI can jump in to help financial advisors, enhancing their efficiency and the scalability of their services, including:

1. More accurate client analysis and personalization

Since AI can analyze vast datasets, recognize patterns, and extract vital insights, it is perfect for creating highly personalized investment portfolios tailored to individual client goals, risk tolerance, and financial situations.

Moreover, Machine Learning algorithms can predict client behavior, helping advisors understand when clients may need additional support or are likely to make changes to their investments, enabling them to act proactively.

2. Market and risk analysis

AI tools can process market data in real-time, offering insights into trends and potential opportunities.

As a result, financial advisors can adjust their strategies and clients’ financial plans accordingly, delivering satisfying customer experiences without mistakes.

Additionally, AI models can evaluate potential risks across different investment scenarios, providing advisors with detailed risk management tactics that help them make well-informed and sound financial decisions.

3. Enhanced customer service

AI-powered chatbots and virtual assistants can be used to:

• Handle routine inquiries.
• Provide information on account balances.
• Answer frequently asked questions, etc.

This way, advisors have more time to focus on high-value tasks.

4. Regulatory compliance

Financial services are among the most heavily regulated professional services. AI can help achieve and maintain compliance despite changes in regulatory or risk landscapes.

AI systems can identify suspicious transactions and flag compliance risks, making fraud detection much more efficient.

Moreover, AI can ensure that client onboarding processes meet regulatory standards by automating document collection and validation.

5. Lead generation and marketing

AI can help identify potential leads by analyzing social media activity, demographic data, and online behavior and leveraging predictive analytics to qualify them.

Once it collects and analyzes leads’ data, AI can craft personalized marketing campaigns for prospects based on their financial interests and preferences.

6. Workflow automation

Finally, AI tools can automate time-consuming tasks like data entry, meeting scheduling, and email management, freeing advisors to focus on client relationships.

In addition to automating administrative tasks, AI can automatically generate detailed financial reports with projections and insights, reducing manual work across levels.

What Are the Best AI Tools for Financial Advisors?

1. Team-GPT: Customize various AI models to create better-tailored financial plans, streamline operations more efficiently, and conduct more accurate risk assessments with your team.

2. Axyon: All-in-one portfolio management.

3. Lead Genius: Targeted lead generation.

4. Kensho: Risk analysis.

5. AdvisorEngine: Workflow automation.

6. Intercom: Customer service.

7. Actimize: Fraud detection and compliance.

8. Anyword: Generates data-driven marketing copy.

9. Datamaran: ESG platform.

10. Alteryx: Data analytics and reporting. 

1. Team-GPT

Team-GPT offers the best AI platform for financial advisors looking to adopt AI across their organization and collaborate on prompts.

Full disclosure: Even though Team-GPT is our tool, I’ll provide an unbiased perspective on why it is the best AI tool for financial advisors.

Team-GPT is an enterprise AI platform built for teams of all sizes and across industries looking to:

1. Improve AI adoption across their organization.
2. Collaborate on AI projects in real-time.
3. Personalize AI engines and tailor them to their unique needs, use cases, and preferences.

When it comes to the specific features and capabilities that make Team-GPT the perfect choice for financial advisors, there are several to consider.

Feature #1: Fully customizable AI models

Given the specifics of your work, the best thing you can do as a financial advisor is to have a bespoke AI solution perfectly tailored to your unique needs and goals.

However, for most, building an AI model optimized for their needs from scratch is not viable.

Having this in mind, our team built Team-GPT as a fully trainable and customizable solution that lets you create your own AI powerhouse in time at a fraction of the cost.

Firstly, Team-GPT is model-agnostic, meaning you can use multiple AI models simultaneously, including OpenAI, Anthropic, Gemini, and others.

Your team can easily switch between models within the same chat, allowing you to use the model most appropriate for a certain task or query every single time without creating dozens of new chats.

Moreover, Team-GPT’s ML algorithms learn from your prompts and use cases, adjusting the platform to your unique needs on the fly.

As a result, your whole team can benefit from AI, as the platform will eventually become your personal financial assistant.

Feature #2: Real-time collaboration

Team-GPT has real-time collaboration options, so your team—including professionals from other areas like tax specialists—can collaborate on important projects like financial plans, reports, or strategies.

Within a single chat, each member with appropriate permissions can:

• Prompt the chat.
• Switch between AI models.
• Add comments and reactions to others’ prompts or messages, which maintains a constant flow of ideas and expertise.

This collaborative approach allows you to significantly reduce processing times and increase efficiency.

Additionally, Team-GPT lets you create knowledge bases, as it allows you to save and organize chats in folders. 

This means you can use it to create and store commonly used playbooks, investment strategies, or client service protocols, making it easy to access and update shared resources.

Feature #3: Comprehensive AI Toolkit

Team-GPT’s AI Toolkit contains several functionalities that financial advisors can use for handling various tasks, including:

1. Content creation and personalization – AI Pages feature lets you generate tailored content for your clients, such as personalized financial reports, emails, or educational or marketing material, based on individual client needs. The content can be easily tweaked, optimized, and edited from there, all within a single chat.

2. Data analysis – Financial advisors use this feature to analyze and process all kinds of relevant text files, including client portfolios and other financially relevant data. As a result, they can easily extract valuable insights, summarize reports, detect fraud, identify potential compliance issues, and more.
3. Scenario modelling – Advisors can ask Team-GPT to simulate “what-if” scenarios (e.g., how a market downturn would impact a portfolio), making it easier to present options to clients. The fork chat option is perfect for this, as you can test various outcomes without disrupting the original chat.
4. Client service – Thanks to Team–GPT’s Personas feature, you can prompt the chat to act like an expert in a specific area (in this case, a financial advisor) to provide relevant, accurate, and contextual answers to your client’s questions.

Feature #4: Enterprise-grade security

Financial advisors handle highly sensitive data, meaning that robust data security is a must.

This is one of the reasons why Team-GPT is one of the financial advisors’ favourite tools, as it provides bulletproof security to all users, regardless of size, industry, and use case.

This means we guarantee military-grade security to all our users, including:

• Data encryption.
• No training on your data.
• Detailed audit logs.
• Workspace administration.
• Custom permission settings.
• Upholding all global security standards (such as SOC 2 Type II, ISO27001, and GDPR).

Our Enterprise plan users can access additional security features (e.g., on-premise and cloud deployment) built specifically for large businesses and their unique data and privacy concerns and requirements.

Pricing

Team-GPT has two pricing plans:

Business: $20 per user per month, built for small to mid-sized companies and starting at ten users, includes:

• Latest models of OpenAI and Anthropic.
• One collaborative workspace.
• Personalized AI Toolkit with Prompt Library, Custom Instructions, and AI editor
• Practical AI applications tailored to various use cases.
• Advanced usage reports, and more.

Enterprise: Custom pricing, starting at 150 users, built for enterprise companies, includes:

• Everything in Business.
• Deployment on private cloud or on-premises.
• Unlimited workspaces.
• Enterprise-level security measures.
• Using custom AI models and more.

Note: There’s a 10% annual subscription discount on the Business plan.

Pros & Cons

✅ Highly customizable and flexible, allowing you to tailor it to any use case and goal.

✅ Shared workspaces for easy team collaboration.

✅ Model-agnostic, meaning that you can bring any AI model to the platform.

✅ Customizable prompt libraries.

✅ Advanced usage reports help you streamline and improve AI adoption.

❌ Designed for team use, so its pricing starts at a minimum of 10 users.

❌ Most advanced security options are available only on the Enterprise plan.

2. Axyon

Best for: Portfolio management.

Axyon is an AI platform designed to help investors, investment and asset managers, and financial advisors manage their investment portfolios more efficiently.

It leverages AI to track relevant data, identify anomalies, and detect potential risks, allowing financial advisors to create optimized client portfolios.

Features

• Tracks various factors relevant to predicting asset returns, including sentiment, market dispersion, macroeconomic indicators, etc., to make accurate predictions and help you make sound financial decisions.
• AI Compass provides alerts on predicted relative outperformance and underperformance of financial assets based on relevant trends and potential risks.
• AI Signals rank assets based on their predicted performance, allowing you to focus on high-performing, high-return ones.

Standout feature – AI-driven investment strategies

Axyon’s best feature is its AI-powered investment strategies, which deliver excellence through ML algorithms, predictive analytics, and AI data processing capabilities.

It has a wide range of ready-made strategies in addition to enabling you to craft bespoke ones for each client.

Pricing

Unfortunately, Axyon doesn’t publish its pricing data.

It’s best to contact its sales team for more details.

Pros & Cons

✅ Trainable and customizable.

✅ Advanced investment strategies, which are especially useful if you deal with complex, high-requirement clients.

❌ Highly dependent on the data quality you feed into it.

❌ Steep learning curve.

3. Lead Genius 

Best for: Highly targeted lead generation.

Lead Genius is an AI-powered lead generation platform designed for users with niche target audiences.

This makes it a good solution for financial advisors who want to detect high-value leads without wasting time and other valuable resources on poorly targeted lead-generation strategies.

Features

• Tracks champions and decision-makers, alerting you when a relevant change in these profiles occurs, allowing you to pounce on them when they’re most likely to convert.
• Provides on-demand data on your ideal leads based on your ICP, target market, and other unique business requirements.
• AI web scraper collects bespoke insights into your leads from anywhere on the web.

Standout feature – AI-powered lookalike audiences

The best thing about Lead Genius is that it can tell you who to focus your marketing efforts on from the get-go.

It leverages AI and LLMs to collect and analyze data, creating highly accurate lookalike audiences based on your high-performing accounts.

As a result, instead of using the spray-and-pray technique, you’ll be able to discern which individuals and companies are most likely to be interested in your services and better understand what makes them tick.

Pricing 

LeadGenius doesn’t disclose its pricing or provide information regarding the factors that affect the price.

This means you’ll have to contact its sales and ask for a custom quote.

Pros and Cons

✅ Helps you find and track leads from very specific verticals.

✅ Provides 100+ deep insights on individuals and companies, allowing you to easily pinpoint the leads that best match your ICP.

✅ Intuitive design.

❌ Opaque pricing.

❌ Occasional lead data inaccuracies.

4. Kensho 

Best for: Risk analysis.

Kensho, a product of S&P Global, is an AI-driven analytics platform that specializes in extracting insights from complex financial data. 

This makes it ideal for risk analysis in portfolio management, market evaluation, and operational decision-making.

Features

• Extract provides extraction of critical insights from tables and text in complex documents, allowing you to quickly detect potential anomalies and risks.
• Link processes and standardizes incoherent datasets, making it easier to identify threats before they cause damage to your client’s portfolios.
• Graphical user interfaces provide users with interactive visualizations for presenting risk metrics and predictions clearly.

Standout feature – Nerd

When it comes to analyzing potential risks, financial advisors will be most thankful for Kensho’s Nerd feature.

Nerd unlocks new connections and deeper insights in various data sets by systematically uncovering the companies, people, places, events, and more in your text.

This makes it the perfect solution for screening negative news, PEPs, name matching, and other risk-monitoring processes.

Pricing

Kensho opted against disclosing prices for its solutions, given they’re highly customizable.

As a result, their exact cost depends on a variety of factors.

This is why it’s best to contact its team for a custom quote.

Pros & Cons

✅ Provides actionable insights and comprehensive data visualizations for easier risk detection.

✅ Seamless integrations with a wide range of financial tools allow it to fit well into a financial advisor’s tool suite.

✅ Efficiently handles unstructured data.

❌ High cost.

❌ Complex interface.

5. AdvisorEngine 

Best for: Workflow automation.

AdvisorEngine is a robust wealth management platform designed to help financial advisors and asset managers be more efficient in their work.

It allows financial advisors to streamline operations by automating workflows, enhancing client interactions, and integrating critical tools. 

Features

• Lets you automate tasks and digitize all your client services with a robust workflow engine, including everything from standard onboarding to more complex financial workflows.
• A rich library of workflow templates to help you get started.
• A workflow monitor allows you to keep an eye on all active workflows for each client and track progress and performance.

Standout feature – Recurring Actions

AdvisorEngine’s Recurring Actions are one of its most powerful automation features.

It allows you to automate various tasks at regular intervals, ensuring consistent follow-ups and client engagement for every client.

Pricing

AdvisorEngine is another platform that doesn’t publish prices, meaning it’s probably on the more expensive end of the range.

Contact its sales for a custom quote.

Pros & Cons

✅ Easy to use and quick to implement.

✅ Robust integrations.

✅ Customization options.

❌ No real-time alerts when an action within a workflow is completed.

❌ The tool can get expensive, according to reviews.

6. Intercom 

Best for: AI-powered customer service.

Intercom is a tool designed to provide multichannel customer support.

It can be a helpful solution for financial advisors who want to automate some of their customer support operations without compromising customer satisfaction.

Features

• Fin AI Agent learns everything about your business and services and provides real-time responses and helpful information to customers via web chat.
• AI Copilot provides summaries and pulls relevant insights from customer support requests, boosting support agents’ efficiency.
• Team inboxes allow the entire customer support team to collaborate on troubleshooting complex issues. 

Standout feature – Multichannel chat widget

Intercom is more than just a chatbot, as it can be used in more than one channel.

It offers an AI-powered multichannel customer support chat widget that can be installed anywhere – from web pages to email and calls – and customized to fit your business requirements.

Pricing

Intercom has a 14-day free trial if you want to test it before signing up.

You can upgrade to one of three plans:

1. Essential: $29 per user per month, designed for individuals and smaller businesses.
2. Advanced: $85 per user per month, built for scaling teams, includes more AI features than Essential.
3. Expert: $132 per user per month, built for large teams, focused on advanced collaboration features.

Pros & Cons

✅ User-friendly interface.

✅ AI-driven analytics reports that provide valuable insights into your support operations across channels.

✅ Efficient workflow automation.

❌ Can get expensive for larger teams.

❌ Often slow to load and fails to assign chats to appropriate support agents.

7. NICE Actimize 

Best for: Fraud detection and compliance.

NICE Actimize is a leading provider of financial crime, risk, and compliance solutions.

As such, financial institutions and advisors widely use it to detect and prevent fraudulent activities, ensure regulatory compliance, and manage risks effectively.

Features

• Comprehensive AML solutions, including transaction monitoring and customer due diligence, enable advisors to comply with regulatory requirements and prevent money laundering activities.
• Monitors for regulatory changes and screens relevant documents for potential regulatory breaches.
• End-to-end risk management leverages AI and ML algorithms to detect risks associated with financial transactions and client behaviors.

Standout feature – Fraud detection

Actimize’s key feature is its fraud detection and prevention capability.

The platform offers real-time, cross-channel fraud prevention solutions that help financial advisors protect their clients’ assets by identifying and mitigating fraudulent activities before they cause any real damage.

Pricing

Actimize doesn’t disclose pricing, so you’ll have to contact its team for details.

Pros & Cons

✅ Provides in-depth risk-relevant data.

✅ Automated report generation.

✅ User-friendly interface.

❌ The platform can get expensive according to reviews.

❌ Difficult to implement.

8. Anyword

Best for: Generating data-driven marketing copy.

Anyword uses AI to pinpoint what kind of content will perform the best with your target audience, making it an excellent choice for financial advisors who want to leverage content to attract new clients without investing in an entire digital marketing team.

It helps create, edit, and optimize various content types, including blogs, ads, and website copy.

Features

• Blog Wizard enables you to generate high-quality, high-converting blogs on expert topics.
• Real-time website copy personalization.
• Chrome extension for optimizing and generating relevant and personalized copy anywhere on the web.

Standout feature – Predictive performance scoring

Anyword’s predictive performance scoring is by far its most useful feature, as it enables you to create winning copy every time.

This score shows how likely a specific piece of content will resonate with your target audience, helping you optimize it for engagement and conversions.

Pricing

Anyword has 4 pricing plans:

• Starter: $49/month, for individual users, includes 1 seat, 1 brand voice.
• Data-Driven: $99/mo, for smaller teams, includes 3 seats.
• Business: $499/mo, for teams looking for more customization and personalization options, also includes 3 seats.
• Enterprise: Custom pricing is available for teams that need custom-built AI tailored to their specific needs with superior security options.

All plans but Enterprise offer a 7-day free trial.

Pros & Cons

✅ Intuitive interface.

✅ Leverages predictive analytics to help you create winning content every time.

✅ Capable of generating versatile content, from emails and ad copy to blogs.

❌ Expensive compared to other content generators.

❌ It cannot be used without a human editor and fact-checker, as it’s not perfect.

9. Datamaran 

Best for: Analyzing ESG data.

ESG (environmental, social, and governance) data and factors must be considered when designing financial plans, investment strategies, or portfolios.

This is why financial advisors will find Datamaran handy, as it analyzes vast amounts of ESG data to provide contextual, actionable insights for confident decision-making.

Features

• Regulatory tracking monitors global ESG regulations and standards, helping advisors ensure compliance and anticipate regulatory changes that could affect investments.
• Benchmarking and trend analysis allows advisors to compare a company’s ESG performance against peers and industry standards, identifying trends and areas for improvement.
• The platform provides insights into how ESG factors affect a company’s financial performance and its broader societal impact, ensuring a comprehensive risk evaluation for optimal decisions.

Standout feature – Real-time risk monitoring 

Datamaran’s AI algorithms enable it to monitor ESG risks and opportunities in real-time.

The platform continuously tracks over 400 external risk factors, offering up-to-date insights into ESG issues that may impact investment portfolios.

This information helps you make the right decisions and provide solid financial advice to each client. 

Pricing

Datamaran is yet another platform that hasn’t published its pricing structure.

You’ll have to contact its team directly for a custom quote.

Pros & Cons

✅ Allows for enhanced decision-making across levels.

✅ Can predict relevant ESG trends and changes, enabling you to adjust plans and strategies accordingly.

❌ Non-transparent pricing.

❌ Focused on ESG alone, won’t help much with more traditional financial metrics.

10. Alteryx 

Best for: Comprehensive data analytics and reporting. 

Alteryx is a powerful data analytics platform that enables financial advisors to streamline data preparation, perform advanced analytics, and automate reporting processes.

Since financial advisors need to analyze complex financial data to do their jobs and provide tangible proof of how their services benefit clients, Alteryx can be a valuable addition to their toolkit.

Features

• No-code interface enables you to run complex data analytics without any coding knowledge.
• Workflow automation allows you to streamline analytics and reporting on scale.
• Lets you create interactive dashboards and reports, allowing advisors to effectively communicate insights and recommendations to clients. 

Standout feature – Conversational AI engine

Alteryx lets you use conversational AI to analyze data and pull complex insights.

All it takes is asking a question in natural language, and its algorithms will run the kind of analysis you need – including predictive, statistical, or spatial – to provide contextual, relevant answers and reports.

Pricing

Alteryx doesn’t provide any pricing information.

Contact its sales for a custom quote.

Pros & Cons

✅ Intuitive drag-and-drop interface.

✅ Lets you run data analysis in a no-code and low-code environment. 

✅ Automated reporting workflows.

❌ Can get expensive, according to reviews.

❌ Steep learning curve if you want to master all its features.

Harness the Full Power of AI with Team-GPT

While all these tools have made it to this list for a good reason – meaning you won’t go wrong in choosing any of them – Team-GPT is the best solution for financial advisors who want:

1. A fully customizable and agile AI platform.
2. To collaborate with their team on important projects.
3. Military-grade security.
4. A wide range of flexible AI tools that can help them handle everything from designing optimized financial plans to running risk assessments at scale.

Sounds like you?

Book a demo with our team and find out if Team-GPT is the right solution for your business today.