AI Tools for Financial Advisors: Published Prices (2026)

Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.

Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo.

Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial.

Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales.

Plans from $178/mo + $994 setup, $418/mo + $3,194 setup and $1,044/mo + $3,494 setup. Done-for-you service from $895/mo + $499 setup.

Websites $199/mo. Marketing automation $199–$299/mo. Texting $99/mo. Bundles $199, $299 and $899/mo on annual terms, plus setup fees of $199–$499.

$50/mo seat, plus 20 bps flat on AUM from clients FINNY sources.

Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms.

Modular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle shown at $495/mo.

Free $0. Plus $39/mo. Premium $79/mo. Advisor Core $209/mo. Higher advisor tier $299/mo. Discount for firms under $100M AUM.

Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo.

Hazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo.

Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH).

All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits).

Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published.

Free for one operator, no credit card required. AI-provider charges are separate.

Standard $39/mo billed annually (unlimited hours, CRM integrations, free trial). Enterprise: custom.

Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo.

Pro $90/user/mo billed annually ($99 quarterly), includes $10 AI credits. Max $135/user/mo billed annually ($149 quarterly), unlimited AI.

Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free.

$100/advisor/mo for the first 12 months for new and emerging RIAs (12-month term). Standard $500/mo.

Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial.

Per lead advisor, billed yearly: Starter $1,499/yr (shown as $125/mo), Plus $1,999/yr ($167/mo), Premium $2,499/yr ($208/mo). Website lead tool $3,000/yr (under 10k visitors) or $5,000/yr (10k–30k).

Essential $5,995/yr (500 accounts). Premium $16,995/yr (1,500 accounts). Platinum $39,995/yr.