Best AI tools for< Financial Planner >

Ferret is an AI-powered relationship intelligence tool designed to provide curated relationship intelligence and monitoring to help users avoid high-risk individuals and identify promising opportunities. It uses AI and proprietary data to deliver actionable intelligence in real-time, ensuring total transparency into personal and professional networks. The tool offers features such as Single Click Reputation & Safety Pre-Checks, Business and Personal Relationship Intelligence, AI Checks for Risks and Opportunities, and more. Ferret is a cutting-edge application that combines Artificial Intelligence with world-class information to provide users with comprehensive relationship intelligence.

Microsoft AppSource is an AI-powered platform that helps businesses find and access a wide range of innovative applications to drive business outcomes and increase productivity. It offers solutions across various categories like AI, machine learning, analytics, collaboration, finance, marketing, and more. Users can explore and discover apps tailored to their specific business needs, enabling them to leverage existing resources effectively.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.

Tradingliteracy.com is a website focused on providing educational resources and tools for individuals interested in trading and investing. The platform offers a range of articles, tutorials, and guides to help users enhance their trading knowledge and skills. With a user-friendly interface, tradingliteracy.com aims to simplify complex trading concepts and make them accessible to beginners and experienced traders alike.

Ergodic is an AI tool called Kepler that empowers businesses to make data-driven decisions. Kepler acts as an AI action engine, bridging the knowledge gap between business context and data insights. It goes beyond number crunching to help businesses build scenarios, evaluate outcomes, and take action based on objectives. With a focus on action-first approach, Kepler streamlines decision-making processes by providing actionable insights for optimizing processes, identifying opportunities, and mitigating risks.

GetFlashInsights is a website that provides valuable insights and analytics for businesses and individuals. It offers a range of tools and features to help users analyze data, track performance, and make informed decisions. With a user-friendly interface and powerful capabilities, GetFlashInsights is a go-to platform for data-driven decision-making.

Galileo AI is an advanced artificial intelligence tool designed to provide insightful analytics and predictions based on data analysis. The tool utilizes cutting-edge machine learning algorithms to process large datasets and generate valuable insights for businesses and individuals. With Galileo AI, users can make informed decisions, identify trends, and optimize strategies to achieve their goals effectively.

TrueGradient AI is an advanced AI tool designed to help businesses unlock revenue growth by leveraging artificial intelligence technology. The tool offers a range of powerful features that enable users to analyze data, identify patterns, and make data-driven decisions to optimize revenue streams. With TrueGradient AI, businesses can gain valuable insights, improve forecasting accuracy, and enhance overall performance. The tool is user-friendly and provides actionable recommendations to drive revenue growth effectively.

SearchGPT is an AI tool that offers a Spreadsheet Generator feature. Users can enter a prompt and generate a spreadsheet based on the given instructions. The tool can handle complicated spreadsheets, although they may take some time to generate. SearchGPT is designed to assist users in creating spreadsheets efficiently and accurately.

MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

Krux AI is an advanced artificial intelligence tool designed to streamline and optimize various business processes. It leverages cutting-edge machine learning algorithms to provide actionable insights and predictions for data-driven decision-making. With its user-friendly interface and powerful capabilities, Krux AI empowers users to enhance efficiency, productivity, and profitability across different industries.

Predis.ai is an AI-powered application that offers predictive analytics solutions for businesses. It leverages advanced machine learning algorithms to analyze data and provide valuable insights to help companies make informed decisions. With a user-friendly interface, Predis.ai simplifies the process of data analysis and forecasting, making it accessible to users with varying levels of technical expertise. The application is designed to assist organizations in optimizing their operations, improving efficiency, and identifying trends to stay ahead in a competitive market.

Arlunai is an AI-powered platform that offers a wide range of tools and applications for various industries. It utilizes advanced artificial intelligence algorithms to provide users with intelligent solutions for their specific needs. With a user-friendly interface and cutting-edge technology, Arlunai aims to streamline processes, enhance productivity, and drive innovation across different sectors.

Groundsales.ai is an AI-driven sales forecasting tool that empowers businesses to make accurate predictions and optimize sales strategies. By leveraging advanced analytics and scenario modeling, the platform provides real-time insights and trend analysis to help businesses stay ahead in the competitive market. With seamless data integration and a user-friendly interface, Groundsales.ai offers a data-driven evolution for businesses of all sizes, enabling them to make informed decisions and maximize revenue potential.

Capchair is a personal finance application that leverages AI technology to provide users with a seamless and efficient way to manage their finances. The app offers instant analysis, on-demand insights, and a comprehensive view of all financial data. Users can set budgets, goals, and connect their accounts to track their financial progress. Capchair prioritizes security by implementing bank-level security measures to safeguard users' financial information.

TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

Revenue AI is a cutting-edge AI application that specializes in Pricing and Revenue Management. It offers a range of AI-driven solutions for commodity trading, sales performance tracking, promotional execution, COGS management, inflationary pricing, long-tail revenue growth, portfolio optimization, retail execution, financial planning, data usability acceleration, and more. The platform leverages AI to provide real-time market insights, optimize promotions, streamline trading processes, harmonize datasets, automate manual tasks, and enhance overall revenue and profit management strategies.

Alaya AI is an advanced artificial intelligence tool designed to streamline and optimize various business processes. It leverages cutting-edge machine learning algorithms to provide accurate predictions and insights for data-driven decision-making. With its user-friendly interface, Alaya AI empowers users to easily analyze complex data sets, identify patterns, and generate actionable recommendations. Whether you are in finance, marketing, or operations, Alaya AI can help you unlock the full potential of your data and drive business growth.

Angel AI is an innovative artificial intelligence tool designed to assist users in various tasks by leveraging advanced algorithms and machine learning techniques. The application offers a user-friendly interface and a wide range of features to enhance productivity and efficiency. With Angel AI, users can automate repetitive tasks, analyze data, generate insights, and make informed decisions. Whether you are a business professional, student, or researcher, Angel AI can streamline your workflow and help you achieve your goals effectively.

Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.

Lazy Admin is an AI-powered quick reporting and data analysis tool designed to revolutionize data engagement by providing real-time responses to human language queries. It enables smart reporting and faster decision-making by leveraging the power of AI. With features like data protection, AI-powered data analysis, export and share capabilities, and customizable options, Lazy Admin aims to streamline productivity and enhance data insights for businesses. The tool ensures data privacy and security while offering efficient search management and visualization of data through charts. Lazy Admin is suitable for Salesforce users and custom applications, offering a range of pricing plans to cater to different business needs.

Gaite is an AI tool designed to assist individuals in managing life's biggest moments. It offers personalized support and guidance for various life events such as finding care for loved ones, planning for retirement, managing career changes, and navigating loss. Gaite leverages AI to provide curated insights, personalized support, and actionable steps to help users seamlessly integrate technology with life for holistic well-being and success.

Augmeta is an AI tool that leverages advanced artificial intelligence technology to provide innovative solutions for businesses. The platform offers a wide range of AI-powered features designed to enhance productivity, streamline operations, and drive growth. With Augmeta, users can access cutting-edge AI capabilities to optimize decision-making processes, automate tasks, and gain valuable insights from data analytics. The platform is user-friendly and customizable, making it suitable for businesses of all sizes and industries.

PnP.ai is an advanced AI-powered platform that offers a wide range of tools and solutions for businesses and individuals. It leverages cutting-edge artificial intelligence technology to provide users with intelligent automation, data analysis, and decision-making capabilities. With a user-friendly interface and powerful features, PnP.ai helps streamline processes, improve efficiency, and drive innovation across various industries.

JudgeAI is an AI tool designed to assist users in making judgments or decisions. It utilizes artificial intelligence algorithms to analyze data and provide insights. The tool helps users in evaluating information and reaching conclusions based on the input data. JudgeAI aims to streamline decision-making processes and enhance accuracy by leveraging AI technology.

SayData is an AI application designed to provide an AI workforce for businesses. It leverages artificial intelligence to streamline and enhance various business processes. SayData offers a range of AI-powered solutions to help businesses optimize their operations, improve efficiency, and make data-driven decisions. With its innovative technology, SayData aims to revolutionize how businesses leverage AI capabilities to stay competitive in the digital age.

Moton AI is an advanced artificial intelligence tool designed to streamline and optimize various business processes. It leverages cutting-edge machine learning algorithms to provide actionable insights and automate repetitive tasks. Moton AI empowers users to make data-driven decisions, enhance productivity, and improve overall efficiency. With its intuitive interface and powerful features, Moton AI is a valuable asset for businesses looking to stay ahead in today's competitive landscape.

meb.ai is an innovative AI tool designed to streamline and enhance various business processes through advanced automation and data analytics. It leverages cutting-edge artificial intelligence algorithms to provide actionable insights and optimize decision-making. With a user-friendly interface and robust features, meb.ai empowers organizations to drive efficiency, improve productivity, and achieve strategic goals. Whether it's data analysis, predictive modeling, or process automation, meb.ai offers a comprehensive solution to meet diverse business needs.

Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.

Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

Hanooman.AI is an advanced artificial intelligence tool that leverages machine learning algorithms to provide intelligent solutions for various industries. The application offers a wide range of features such as natural language processing, image recognition, predictive analytics, and personalized recommendations. With Hanooman.AI, users can automate repetitive tasks, gain valuable insights from data, and enhance decision-making processes. The platform is designed to be user-friendly and scalable, making it suitable for both individuals and businesses looking to harness the power of AI technology.

KLING AI is an advanced artificial intelligence tool designed to streamline and enhance various business processes. It leverages cutting-edge machine learning algorithms to provide accurate insights and predictions for data analysis, customer segmentation, and personalized recommendations. With a user-friendly interface, KLING AI empowers users to make informed decisions and optimize their operations efficiently.

Profit Isle is an AI application that helps enterprises make data-driven decisions to enhance profitability and drive value to the bottom line. The platform integrates and transforms enterprise data to power AI initiatives, providing actionable insights and recommendations grounded in company data. Profit Isle prioritizes transparency, data governance, and privacy to ensure customers can confidently run AI models and make informed decisions.

DataSquirrel.ai is an AI tool designed to provide data intelligence solutions for non-technical business managers. It offers both guided and fully automatic features to help users make data-driven decisions and optimize business performance. The tool simplifies complex data analysis processes and empowers users to extract valuable insights from their data without requiring advanced technical skills.

Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.

Business Machine is an AI-powered tool designed to assist in business planning. It utilizes advanced algorithms and machine learning to analyze data, trends, and market insights to provide valuable recommendations for strategic decision-making. With Business Machine, users can create detailed business plans, forecast financial outcomes, and optimize their operations for growth and success.

Walter AI is an advanced artificial intelligence tool designed to streamline business processes and enhance decision-making. It leverages machine learning algorithms to analyze data, generate insights, and provide predictive analytics. With its user-friendly interface, Walter AI empowers users to make data-driven decisions efficiently and effectively. Whether you are a small business owner or a corporate executive, Walter AI can help you unlock the power of your data and drive business growth.

Neuralful AI is an innovative AI tool developed by Neuralfulai Ltd. It offers a wide range of AI solutions to cater to various needs. The tool is designed to provide advanced AI capabilities to users across different industries, helping them streamline processes, make data-driven decisions, and enhance overall efficiency. With Neuralful AI, users can leverage cutting-edge technology to unlock new possibilities and drive innovation in their respective fields.

MerelAI is an AI-powered platform designed to empower your workforce by providing intelligent solutions for various business needs. It leverages cutting-edge artificial intelligence technologies to streamline processes, enhance decision-making, and drive productivity. With MerelAI, organizations can automate repetitive tasks, gain valuable insights from data analysis, and improve overall operational efficiency. The platform offers a user-friendly interface and customizable features to meet the unique requirements of different industries.

Excelly-AI is a powerful tool that transforms plain text into Excel formulas, supporting both Excel and Google Sheets. Users can generate any formula they like and receive explanations for each. It allows uploading .xlsx files for personalized prompts and offers VBA formula generation. Excelly-AI integrates with Slack for team collaboration and provides column schema support for meaningful prompts, enhancing Excel and Google Sheets operations.

Inner AI is an innovative AI tool designed to help users with various tasks using artificial intelligence technology. The application offers a user-friendly interface and a wide range of features to enhance productivity and efficiency. With Inner AI, users can automate repetitive tasks, analyze data, generate insights, and streamline workflows. Whether you are a business professional, student, or researcher, Inner AI can assist you in achieving your goals faster and more effectively.

Sana AI is an advanced artificial intelligence tool designed to assist users in various tasks. It utilizes cutting-edge AI algorithms to provide accurate and efficient solutions. The tool is user-friendly and offers a wide range of features to enhance productivity and decision-making processes. Sana AI is suitable for individuals and businesses looking to streamline their operations and improve overall efficiency.

Vianai's Conversational Finance is an AI application that revolutionizes financial analysis by providing real-time insights through generative AI. It empowers finance teams to make informed decisions swiftly and confidently by scanning vast amounts of data, generating accurate responses, and streamlining processes. The platform offers unparalleled speed, precision, and user experience, making it easier to navigate complex financial landscapes and accomplish more in less time.

ALLPS AI is an advanced artificial intelligence tool designed to streamline and optimize various business processes. It leverages cutting-edge machine learning algorithms to provide accurate predictions and insights for decision-making. With its user-friendly interface, ALLPS AI empowers users to analyze data, generate reports, and automate repetitive tasks efficiently. Whether you are in sales, marketing, finance, or operations, ALLPS AI can help you enhance productivity and drive growth in your organization.

Audo is an AI-powered career concierge platform designed to help individuals navigate their career paths, master in-demand skills, and secure their dream jobs. The platform offers a range of tools and resources, including personalized career guidance, resume building assistance, job matching services, skill development courses, and AI interview preparation. Audo aims to simplify the job search process and empower users to unlock their full potential in the professional world.

KOGO AI is an advanced artificial intelligence tool designed to streamline and optimize business processes. It leverages cutting-edge AI algorithms to automate repetitive tasks, analyze data, and provide valuable insights for decision-making. With its user-friendly interface, KOGO AI empowers users to enhance productivity and efficiency across various industries.

This repository contains an assistant proposal for the Semantic Kernel, allowing the usage of assistants without relying on OpenAI Assistant APIs. It runs locally planners and plugins for the assistants, providing scenarios like Assistant with Semantic Kernel plugins, Multi-Assistant conversation, and AutoGen conversation. The Semantic Kernel is a lightweight SDK enabling integration of AI Large Language Models with conventional programming languages, offering functions like semantic functions, native functions, and embeddings-based memory. Users can bring their own model for the assistants and host them locally. The repository includes installation instructions, usage examples, and information on creating new conversation threads with the assistant.

OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.

Awesome LLM Apps is a curated collection of applications that leverage RAG with OpenAI, Anthropic, Gemini, and open-source models. The repository contains projects such as Local Llama-3 with RAG for chatting with webpages locally, Chat with Gmail for interacting with Gmail using natural language, Chat with Substack Newsletter for conversing with Substack newsletters using GPT-4, Chat with PDF for intelligent conversation based on PDF documents, and Chat with YouTube Videos for engaging with YouTube video content through natural language. Users can clone the repository, navigate to specific project directories, install dependencies, and follow project-specific instructions to set up and run the apps. Contributions are encouraged, and new app ideas or improvements can be submitted via pull requests.

This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

Companion is an Obsidian plugin that adds an AI-powered autocomplete feature to your note-taking and personal knowledge management platform. With Companion, you can write notes more quickly and easily by receiving suggestions for completing words, phrases, and even entire sentences based on the context of your writing. The autocomplete feature uses OpenAI's state-of-the-art GPT-3 and GPT-3.5, including ChatGPT, and locally hosted Ollama models, among others, to generate smart suggestions that are tailored to your specific writing style and preferences. Support for more models is planned, too.

Langroid is a Python framework that makes it easy to build LLM-powered applications. It uses a multi-agent paradigm inspired by the Actor Framework, where you set up Agents, equip them with optional components (LLM, vector-store and tools/functions), assign them tasks, and have them collaboratively solve a problem by exchanging messages. Langroid is a fresh take on LLM app-development, where considerable thought has gone into simplifying the developer experience; it does not use Langchain.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

Panora is an open-source unified API tool that allows users to easily integrate and interact with various software platforms. It provides features like Magic Links for data access, Custom Fields for specific data points, Passthrough Requests for interacting with other platforms, and Webhooks for receiving normalized data. The tool supports integrations with CRM, Ticketing, ATS, HRIS, File Storage, Ecommerce, and more. Users can easily manage contacts, deals, notes, engagements, tasks, users, companies, and other data across different platforms. Panora aims to simplify data management and streamline workflows for businesses.

Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.

Gen Z's ally in navigating the new-age financial landscape!

A guide for students exploring finance careers.

AI Family Office Manager

Guides through portfolio creation, step by step.

Friendly guide for learning Power BI in finance with task-based learning.

Guide on UK tax. Uses the latest available information from gov.uk

Daily money saving tips personalized for you!

Guru for wealth creation advice, tailored for a Chinese audience.

UK tax assistant guided by HMRC and UK Legislation

Mastering the art of compound investing.

Seasoned investment manager offering detailed financial plans and strategies.

Asistente legal claro y profesional en pensiones de jubilación.

Guides financial strategy through data analysis and forecasting.

Guides financial strategy through predictive scenario planning.

Expert QSBS(Qualifying Small Business Stock) advisor, Helping you save millions in Tax$.

All things money. Feature in testing: Reports with memory system. ZERO SHOT REPORTS V0.3 (BETA)

Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.

AI financial planner for UC Berkeley students

Chat with Psychology of money

Broad investment advice expert, educational and unbiased.

seu melhor educador financeiro

Aids couples in managing joint finances, budgeting for future goals, and navigating financial challenges together.

中文金融行业专家的风调

金融研究生领域的专家

Expert in personal, corporate finance and investment strategies.

GPT tranined Oracle PBCS manuals

I research investments and create budgets with tax considerations.

Formal, professional expert in dividend stock analysis.

Provides financial advice to steer organizational growth and sustainability.

Informative guide on ETFs, explaining complex concepts in simple terms.

FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.

Forward-thinking financial mentor, blending cutting-edge solutions with principles that have stood the test of time

Your go-to guide for Aussie tax, accounting, and wealth advice.

Formal, jargon-rich investment advisor with clear explanations.

Guides asset allocation in family segments, focusing on investments.