AI All-in-One tools for financial advisors
10 listed · Which firms use each, advisors' ratings and reviews, integrations and features.
10 listed · Which firms use each, advisors' ratings and reviews, integrations and features.
AI All-in-One tools sized by how many RIAs use them: 5 uses across 4 tools, from firms' own websites, the stacks advisors list and Form ADV.
The 1 AI All-in-One tools the most advisors use in the T3/Inside Information Software Survey, 2025 to 2026. Market share is the % of responding advisors who use it; satisfaction is their average rating out of 10.
| Tool | Share 2026 | Since 2025 | T3 rating | Kitces rating |
|---|---|---|---|---|
| AdvisorCRM | 0.7% | +0.4 pts | 7.60 | – |
Source: T3/Inside Information Software Survey (Joel Bruckenstein and Bob Veres); Kitces ratings from the Kitces AdvisorTech study. Every tool's satisfaction ranking →
| AdvisorTech | People | Categories | Pricing | T3 / Kitces | AdvisorTechBook | Rating |
|---|---|---|---|---|---|---|
 AdvisorCRM Software built around your practice, not the other way around. Describe it. Review it. Run your practice on it. | — | 7.6 / – | Switch | No reviews yet | ||
 Alcova The intelligence financial advice firms run their AI on. | $50per month | — | — | No reviews yet | ||
 Farther Welcome to Intelligent Wealth | — | — | — | — | No reviews yet | |
 HolisticOS™ Powering Modern Advice™ | — | — | — | No reviews yet | ||
$149per advisor / month | — | — | No reviews yet | |||
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 Stirling One Stirlingshire (FINRA BD + SEC RIA) | 100% payout platform for breakaway advisors. Equity + Growth Support + Modern Tech | — | — | — | — | No reviews yet | |
— | — | — | No reviews yet | |||
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Greenboard
