AI Platforms tools for financial advisors

AdvisorTech	People	Categories	Rating
ChatGPT OpenAI's AI assistant, with business plans for firms	—	AI Platforms	No reviews yet
Claude for Financial AdvisorsMCP Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor.	—	AI PlatformsAI Assistants/AgentsClient Meeting Support+4 more	★★★☆☆ 3.0 (1)
Google Gemini Google's AI, built into Gmail, Docs and Google Workspace	—	AI Platforms	★★★★☆ 4.0 (1)
Jump	Liam HanlonParker Ence	Client Meeting SupportAI Assistants/AgentsAI Platforms	No reviews yet
Marloo	Shakeel Lala	Client Meeting SupportAI Assistants/AgentsAI Platforms+1 more	No reviews yet
Microsoft 365 Copilot AI inside Outlook, Word, Excel and Teams	—	AI Platforms	No reviews yet
PerplexityMCP AI research with cited sources	—	AI Platforms	No reviews yet
Synthex AI System of Execution	Andre Costa	Client Meeting SupportClient Data GatheringAI Assistants/Agents+10 more	No reviews yet
ZocksMCP Zocks is the #1 AI Assistant for financial advisors.	Connie MoyleJayden NewburyMatt Halloran	Client Meeting SupportClient Data GatheringAI Assistants/Agents+1 more	★★★★★ 5.0 (1)