Which AI platforms have what, so you can skip the demos that can't do what you need. Answers come from the companies, their websites and the advisors who use them (hover a mark to see who). Use one of these? Open its page and say how each feature really works.
Presented byYour company here · Sponsor this page5 AI Platforms tools with answers so far · ✓ yes · ◐ partly · ✕ no · blank: not known yet. Hover a mark for who said so.
| Tool | Team or enterprise plan | Doesn't train on your data | SSO & admin controls | Data retention controls | Reads files | Web search | Deep research | Projects & custom assistants | Connects to your apps | Uses MCP servers | Agent mode | Meeting notes | Voice mode | Inside Microsoft 365 or Google | Mobile app | API |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 Claude for Financial Advisors6 RIAs · ★ 3.0 (1) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||||||
 Microsoft 365 Copilot4 RIAs | ✓ | ✓ | ✓ | ✓ | ||||||||||||
 Google Gemini3 RIAs · ★ 4.0 (1) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||||||||
 ChatGPT | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||||||
 Synthex | ✓ | ✓ | ✓ |
Work at one of these companies? Add it to your page and ask to manage it, then fill in your row under Features. Answers from companies are marked as theirs.
Ask advisors who use them every day. In Advicers, members compare tools live, and vendors take members' questions at a monthly Demo Day.
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