Companies / AdvisorTech

Client Data Gathering tools for financial advisors

17 listed · Which firms use each, advisors' ratings and reviews, integrations and features.

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AdvisorTech	People	Categories	Rating
Advyzon	—	Planning LightPerformance ReportingTrading/Rebalancing+10 more	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)
FinDashMCP Run your firm with clarity	George ConstableAdam Jonah	Financial PlanningEstate PlanningPerformance Reporting+6 more	No reviews yet
FinPods AI	—	Client Data Gathering	No reviews yet
Flextract	—	Client Data Gathering	No reviews yet
JotformMCP	—	Client Data Gathering	No reviews yet
LifeArcPlan	—	Client Data Gathering	No reviews yet
Overvue	—	Client Data Gathering	No reviews yet
PractifiMCP Intelligent CRM Solutions for RIAs.	Jen MysliwiczJacob Leise	Client Meeting SupportClient Data GatheringAI Assistants/Agents+1 more	No reviews yet
PreciseFPMCP	—	Client Data Gathering	No reviews yet
RedCapture	—	Client Data Gathering	No reviews yet
Slant AI-powered CRM for financial advisors	—	Client Meeting SupportClient Data GatheringAI Assistants/Agents+2 more	No reviews yet
Synthex AI System of Execution	Andre Costa	Client Meeting SupportClient Data GatheringAI Assistants/Agents+10 more	No reviews yet
Tally	—	Client Data Gathering	No reviews yet
TaxStatus	—	Client Data Gathering	No reviews yet
Wealthsnap	—	Client Data Gathering	No reviews yet
ZocksMCP Zocks is the #1 AI Assistant for financial advisors.	Matt HalloranConnie MoyleJayden Newbury	Client Meeting SupportClient Data GatheringAI Assistants/Agents+1 more	★★★★★ 5.0 (1)