Best AI tools for< Provide Financial Advice >

Envestnet | Yodlee is an AI-powered Conversational Banking platform that provides financial institutions and FinTech innovators with powerful data solutions. It offers a range of products and APIs for data aggregation, account verification, transaction data enrichment, financial wellness, and conversational AI. The platform enables personalized financial advice, secure account verification, and deep insights into customer needs, driving meaningful interactions. Envestnet | Yodlee revolutionizes the digital customer experience by leveraging natural language processing and machine learning to create seamless, personalized banking experiences across various channels.

Kasisto is a conversational AI platform that provides financial institutions with the ability to create personalized, automated, and engaging digital experiences for their customers and employees. Kasisto's platform is infused with unmatched financial literacy and augments your workforce with remarkably competent digital bankers who facilitate accurate, human-like conversations and empower your teams with “in-the-moment” financial knowledge.

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.

BlinkAI is an innovative AI tool that provides GPTs with superpowers by giving them a wallet, enabling them to function as personal financial assistants, bankers, money managers, shoppers, and more. It aims to enhance Web3 user experience by leveraging AI capabilities. The tool empowers users to accomplish tasks more efficiently and effectively.

Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.

OpenChat is a website that provides users with 10,000 ways to make money using ChatGPT and AI. The website offers a variety of resources, including personalized AI income ideas, a personal AI business coach, and standard email support. OpenChat also has a library of up to 10,000 AI income ideas that users can access. The website's slogan is "10,000 Ways to Make Money with ChatGPT and AI". Some of the features of OpenChat include the ability to save ideas for later use, access to a full library of up to 10,000 ideas, a personal AI business coach, and standard email support. Some of the advantages of using OpenChat include the ability to get personalized AI income ideas, access to a large library of AI income ideas, and the ability to get support from a personal AI business coach. Some of the disadvantages of using OpenChat include the fact that it is a paid service, and that the number of tokens that users can use each month is limited. Some of the frequently asked questions about OpenChat include how to use the website, how to get personalized AI income ideas, and how to get support from a personal AI business coach. The name of the application is OpenChat. Some of the jobs that are suitable for this tool include freelance AI business ideas, content creation AI income ideas, virtual assistance AI income ideas, mobile apps AI income ideas, web apps AI income ideas, finance AI income ideas, online survey AI income ideas, online course AI income ideas, social media AI income ideas, digital marketing AI income ideas, data entry AI income ideas, legal service AI income ideas, stock photography AI income ideas. Some of the AI keywords that are related to the application include AI business ideas, content creation, virtual assistance, mobile apps, web apps, finance, online surveys, online courses, social media, digital marketing, data entry, legal services, stock photography. Some of the tasks that users can use this tool to do include generating AI-driven content, creating AI-powered virtual assistants, developing AI-enhanced mobile apps, building AI-driven websites, offering AI-based financial advice, conducting AI-powered market research, creating AI-generated art, and providing AI-enabled customer support.

Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.

VMock Dashboard is an AI-powered platform designed to provide personalized feedback on resumes. It leverages machine learning algorithms to analyze resumes and offers detailed insights on areas of improvement. Users can upload their resumes, receive instant feedback on content, formatting, and overall effectiveness, and track their progress over time. VMock Dashboard aims to help individuals enhance their resumes and increase their chances of landing their desired job opportunities.

The website offers a platform to chat with a team of AI agents specially trained to provide expert advice and assistance in various fields such as business, science, legal, education, and more. Users can interact with over 100 intelligent and knowledgeable AI models, including experts in contract negotiation, data analysis, human resources, financial analysis, software development, and many other domains. The AI agents are updated to GPT-4 and are available to help users write better, solve problems, and receive expert guidance.

Ohai.ai is an AI-powered platform that offers personalized career guidance and job search assistance. It uses advanced algorithms to analyze user profiles, skills, and preferences to provide tailored job recommendations and professional development advice. The platform aims to help individuals make informed career decisions and enhance their job search efficiency by leveraging the power of artificial intelligence.

ProAI is an AI-powered platform that offers tailored solutions for starting, growing, and funding businesses. It provides tools for business planning, funding, market research, and an AI-based business advisor. The platform integrates resources to develop strategic plans, raise capital, optimize positioning, and provide on-demand guidance for growth. ProAI's AI Business Advisor offers customized recommendations and advice based on continuous analysis of data and metrics, helping businesses increase revenue, scale into new markets, and refine strategies.

One Click Crypto is an educational and research platform focused on Crypto and Decentralized Finance (DeFi). The platform offers an AI recommendation engine to help users build personalized yield farming portfolios. Users can connect their wallets to get started and access features like Airdrop Tracker and Points Farming Community. One Click Crypto does not provide investment advice and emphasizes user agreement to its Terms of Service and Privacy Policy.

WellTrade.ai is an AI-powered financial advisor tool that leverages artificial intelligence to provide clear, actionable, and data-driven investment recommendations for stocks and ETFs. It simplifies the investment process by analyzing comprehensive financial data and offering insights to help users make informed decisions. The tool aims to assist investors in navigating the complexities of stock and ETF investments by providing valuable AI-driven insights.

AskRobert is a user-friendly online platform that provides personalized financial advice to help individuals make informed decisions about their money. The platform offers a wide range of financial planning tools and resources, including budgeting tools, investment calculators, retirement planning guides, and more. Users can ask specific financial questions and receive tailored advice from certified financial experts. AskRobert aims to empower users to take control of their finances and achieve their financial goals.

Realistics is an AI-powered chatbot app that provides users with access to a variety of virtual assistants, each with their own unique personality and expertise. Users can chat with these assistants on a wide range of topics, from fashion and beauty to career advice and financial planning. Realistics is currently available for iOS devices, with plans to expand to Android and web browsers in the future.

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.

FinanceRants is an AI-powered financial companion that helps individuals understand their financial personality and make informed decisions to achieve financial well-being. By analyzing users' spending, saving, and investing habits, the platform provides personalized insights and actionable strategies to empower users in managing their money and mindset. With a focus on combating financial stress and promoting financial stability, FinanceRants aims to break the cycle of living paycheck to paycheck and guide users towards a more secure financial future.

Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

Borea AI is an AI application that provides stock price predictions and stock ratings based on past market behavior and historical stock performance. It empowers users to unlock intelligent financial mastery by offering insights on popular stocks, market leaders, index ETFs, top movers, most tweeted stocks, and best-performing predictions. Borea AI serves as a personal financial assistant, but it is important to note that past performance is not an indicator of future results, and professional investment advice should not be substituted.

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.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.

Build-your-own-AI-Assistant-Solution-Accelerator is a pre-release and preview solution that helps users create their own AI assistants. It leverages Azure Open AI Service, Azure AI Search, and Microsoft Fabric to identify, summarize, and categorize unstructured information. Users can easily find relevant articles and grants, generate grant applications, and export them as PDF or Word documents. The solution accelerator provides reusable architecture and code snippets for building AI assistants with enterprise data. It is designed for researchers looking to explore flu vaccine studies and grants to accelerate grant proposal submissions.

RD-Agent is a tool designed to automate critical aspects of industrial R&D processes, focusing on data-driven scenarios to streamline model and data development. It aims to propose new ideas ('R') and implement them ('D') automatically, leading to solutions of significant industrial value. The tool supports scenarios like Automated Quantitative Trading, Data Mining Agent, Research Copilot, and more, with a framework to push the boundaries of research in data science. Users can create a Conda environment, install the RDAgent package from PyPI, configure GPT model, and run various applications for tasks like quantitative trading, model evolution, medical prediction, and more. The tool is intended to enhance R&D processes and boost productivity in industrial settings.

StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.

This repository does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.

PIXIU is a project designed to support the development, fine-tuning, and evaluation of Large Language Models (LLMs) in the financial domain. It includes components like FinBen, a Financial Language Understanding and Prediction Evaluation Benchmark, FIT, a Financial Instruction Dataset, and FinMA, a Financial Large Language Model. The project provides open resources, multi-task and multi-modal financial data, and diverse financial tasks for training and evaluation. It aims to encourage open research and transparency in the financial NLP field.

last_layer is a security library designed to protect LLM applications from prompt injection attacks, jailbreaks, and exploits. It acts as a robust filtering layer to scrutinize prompts before they are processed by LLMs, ensuring that only safe and appropriate content is allowed through. The tool offers ultra-fast scanning with low latency, privacy-focused operation without tracking or network calls, compatibility with serverless platforms, advanced threat detection mechanisms, and regular updates to adapt to evolving security challenges. It significantly reduces the risk of prompt-based attacks and exploits but cannot guarantee complete protection against all possible threats.

The Azure-Analytics-and-AI-Engagement repository provides packaged Industry Scenario DREAM Demos with ARM templates (Containing a demo web application, Power BI reports, Synapse resources, AML Notebooks etc.) that can be deployed in a customer’s subscription using the CAPE tool within a matter of few hours. Partners can also deploy DREAM Demos in their own subscriptions using DPoC.

This practical free hands-on course focuses on Large Language models and their applications, providing a hands-on experience using models from OpenAI and the Hugging Face library. The course is divided into three major sections: Techniques and Libraries, Projects, and Enterprise Solutions. It covers topics such as Chatbots, Code Generation, Vector databases, LangChain, Fine Tuning, PEFT Fine Tuning, Soft Prompt tuning, LoRA, QLoRA, Evaluate Models, Knowledge Distillation, and more. Each section contains chapters with lessons supported by notebooks and articles. The course aims to help users build projects and explore enterprise solutions using Large Language Models.

The 'Awesome AI Guidelines' repository aims to simplify the ecosystem of guidelines, principles, codes of ethics, standards, and regulations around artificial intelligence. It provides a comprehensive collection of resources addressing ethical and societal challenges in AI systems, including high-level frameworks, principles, processes, checklists, interactive tools, industry standards initiatives, online courses, research, and industry newsletters, as well as regulations and policies from various countries. The repository serves as a valuable reference for individuals and teams designing, building, and operating AI systems to navigate the complex landscape of AI ethics and governance.

The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.

Obsei is an open-source, low-code, AI powered automation tool that consists of an Observer to collect unstructured data from various sources, an Analyzer to analyze the collected data with various AI tasks, and an Informer to send analyzed data to various destinations. The tool is suitable for scheduled jobs or serverless applications as all Observers can store their state in databases. Obsei is still in alpha stage, so caution is advised when using it in production. The tool can be used for social listening, alerting/notification, automatic customer issue creation, extraction of deeper insights from feedbacks, market research, dataset creation for various AI tasks, and more based on creativity.

A guide for students exploring finance careers.

I offer investment wisdom with a side of Munger humor.

Business advisor for wealth growth.

HMRC Accountant Advisor for UK Entrepreneurs

Your expert in Chinese and global accounting practices.

Witty bot with a touch of Aussie charm, adept in investment talk.

I make humorously wrong stock predictions!

An expert in accounting, providing clear and accurate information.

Advanced financial analysis and strategy advisor.

Expert in biopharma, medical, and healthcare investment advice, with comprehensive industry insights.

簿記の勉強をしている人におすすめです。

Specialist in business logic and value investing

Sunt o asistentă contabil care oferă răspunsuri exacte, folosind informaţii specifice din domeniu şi legislaţie actualizată.

At JG CPA & Advisory, we provide the top Fort Lauderdale CPA Bookkeeping services to businesses - clear financial reports, tax-ready books, and financial insights. Ask our AI chatbot about our services, our experience, and how we can help you.

This GPT assists in finding a top-rated bookkeeping services - local or virtual. We account for their qualifications, experience, testimonials and reviews. Whether business or personal, provide a short description of the services wanted and city or state.

Drives financial performance improvement via strategic analysis and advice.

Provides strategic financial guidance for investment behavior to optimize organization's wealth.

At JG CPA & Advisory, we provide the top Boca Raton CPA Bookkeeping services to businesses - clear financial reports, tax-ready books, and financial insights. Ask our AI chatbot about our services, experience, and how we can help you.

At JG CPA & Advisory, we provide the best Boca Raton CPA Accounting services - detailed financial statements, effective financial data, and financial insights. Ask our AI chatbot about our services, experience, and how we can help you.

Expert in financial accounting, clarifying complex concepts with academic sources.

I predict future stock market prices. AI analyst. Your trading analysis assistant. Press H to bring up prompt hot key menu. Not financial advice.

Specializes in analyzing SEC filings and industry trends for financial advice.

Great help for financial success

DeFi analyst specializing in insightful financial narratives.

Provides financial advice to steer organizational growth and sustainability.

Expert in financial bonds and investment strategies, informative and detailed.

I will help you dominate the market!

Jordan Belfort like financial expert with direct API integration