The AI kit for Financial Advisors

Reviews holdings and benchmarks, then drafts an allocation plan; example: compare a client's 60/40 mix to the S&P 500 and report drift.

Explains concepts and builds models; example: walk a new client through how bond duration and interest rate moves affect their portfolio.

Covers budgeting, retirement, taxes, debt, insurance, and estate planning; example: compare two Social Security claiming ages for a couple.

Evaluates performance, risk, and attribution; example: show which holdings drove last quarter's return and trim the overlap.

Like "Draft Client Discovery Meeting Questions"

Like "Outline a Retirement Income Scenario"

Like "Explain Asset Allocation to Clients"

Like "Draft an Investment Policy Statement Outline"

Keep client facts current so plans rest on the right data.

Find valid tax-loss harvests with replacements that keep client exposure.

Make sure each client takes the correct required distribution before year end.

Spot meaningful spending drift early and prepare useful conversations.

Ask your AI to run Savvly retirement payout projections, check eligibility, and compare products.

Ask your AI for stock prices, news, charts and company data from Yahoo Finance.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Look up US public companies and their official SEC filings and financial numbers from your AI chat.

Gorilla Terminal streamlines investment research with AI-driven insights, offering access to macroeconomic data, industry and supply chain analysis, and financi

Assembly centralizes tasks, messages, files, contracts and payments into a branded client portal, plus a CRM and AI assistant that maintains client context and

Granite is a long-term document vault for legal, medical, business and tax files. Drop titles, receipts and agreements-no folders, tags or manual organization.

Discover streamlined investment research with StockInsights, an AI-driven platform offering concise summaries, real-time alerts, and a collaborative workspace f

Keep holdings, risk, and decisions in one traceable record so every recommendation cites its evidence.

Link each market assumption to its evidence and cut the back-and-forth of strategy revisions.

Turn a client's stated goal into a reviewed plan with tasks and reminders so fewer goals stall.

Reduce research time while keeping every insight traceable to a cited source.

Quantifies portfolio risk, sets position limits, and designs hedging strategies.

Calculates position sizes, R-multiples, and hedging strategies for retail traders using confirmed inputs.

Calculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.

Builds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.