Checked Oct 27, 2026

AI tools for financial advisors

From the Hidden Stacks

Meeting notes and CRM updates pile up after every client call. These tools help with that follow-through.

#ToolPriceChecked
1
JumpAI meeting notes and CRM updates for advisors.
US$120/advisor/mo, monthlychecked
Pricing
2
ZocksPrivacy-focused AI meeting assistant for advisors.
See pricingchecked
Pricing
3
WealthboxSimple advisor CRM with AI notetaker add-on.
US$59/user/mochecked
Pricing
4
HolistiplanReads tax returns to spot planning ideas. Basic Tax plan.
US$749/yr, 30 households, billed yearlychecked
Pricing
5
CalendlyClient meeting booking.
US$12/seat/mo, billed monthlychecked
Pricing

Prices are each maker’s regular list price in US dollars, read on the date shown. We never convert currencies. Confirm on the maker’s site before you buy.

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All 20 Hidden Stacks · How we pick · Questions: hello@momandbot.com