AI Copilots for Financial Advisors

Jump is an AI assistant for financial advisors that records or transcribes client meetings and turns them into notes, task lists, summaries and compliance records. It syncs those outputs into the advisor's CRM and drafts follow up communications.

Independent vendor.

Zocks is an AI assistant for financial advisors that captures meeting notes without storing audio or video, drafts follow up emails and forms, and pushes structured data into the advisor's CRM and planning tools. It serves solo advisors, mid size practices and large enterprises.

Independent vendor.

Zeplyn is an agentic AI platform for wealth management firms that captures client meetings across virtual, phone and in person formats, produces notes and task lists, drafts follow up emails and updates CRM records.

Independent vendor.

Focal is an AI assistant for financial advisors that captures client meetings, produces summaries, tasks and follow up emails, and syncs to CRMs while autofilling planning software fields. It stores no audio or video.

Independent vendor.

GReminders is a meeting platform for financial advisors covering scheduling, reminders and an AI Notetaker that writes notes and tasks back to the CRM. Its assistant also builds pre meeting briefs from the CRM, calendar and email.

Independent vendor.

FinMate AI is an AI notetaking assistant built by financial advisors that transcribes client meetings, including in person meetings captured through its mobile app, and organizes notes by advisor meeting types such as discovery and review.

Independent vendor.

Mili is an AI platform for wealth management firms with agents for meetings, onboarding, prospecting, documents, scheduling and compliance. It captures meeting notes in real time without recording or storing audio.

Independent vendor.

Vega Minds works as an AI associate advisor: meeting notes and follow up drafts, email responses in Outlook and Gmail, client ready documents and automatic CRM activity logging. The company says more than 600 RIA firms use it.

Independent vendor.

Hazel automates meeting preparation, note taking, follow ups and financial and tax plan drafting for advisory firms, with human review on client facing decisions. It brings notes, documents and custodial records into one client profile.

Part of Altruist.

Pulse360 is an operations platform for financial advisors that captures meeting notes through recording, dictation, typing or handwriting, structures them with its NoteGenius AI feature and generates client communications and annual review summaries.

Independent vendor.

CogniCor sells an embedded AI co-pilot that sits inside a firm's CRM to capture meetings and orchestrate advisor workflows such as account opening, aimed at larger wealth management firms.

Independent vendor.

Continuum captures and transcribes in person meetings, calls and video conferences and turns them into notes, tasks, follow ups and CRM updates. Canadian advisors at iA, Manulife Wealth, Monarch Wealth and Sterling Mutuals use it.

Independent vendor.

Filenote.ai turns recorded advisory meetings into wealth management file notes, client summary emails, transcripts and engagement letters without storing the original audio. The company says more than 1,000 financial advisers use it.

Independent vendor.

Wealthbox ships an AI Notetaker and an AI Assistant inside its advisor CRM: the assistant answers questions from CRM records, surfaces stalled conversations and overdue items, and drafts client communications for the advisor to review.

Built into the Wealthbox CRM.

Practifi is a CRM for wealth management firms; its built-in AI notetaker, part of what Practifi calls Practifi Intelligence, joins Zoom and Microsoft Teams calls, captures the transcript and stores it in the client record in the CRM, and suggests follow ups. Practifi sells two CRMs: Sentir, its AI native CRM, and Naya, its configurable CRM. Notetaker, Sentir. Verified 30 September 2026.

Built into the Practifi CRM.

Advyzon AI covers client intelligence, meeting preparation from household data, note taking and workflow follow ups inside the Advyzon wealth management platform. It went live in July 2026.

Built into the Advyzon platform.

AI Meeting Center transcribes advisor client conversations and generates real time summaries and editable CRM ready notes inside Nitrogen. It integrates with Zoom, Google, Microsoft, Salesforce and Redtail.

Built into the Nitrogen platform.

Parrot AI captures advisor conversations, writes notes and summaries, drafts follow up emails and populates the CRM using household level context. Advisor360 acquired the Parrot AI team in January 2025 and launched the product in April 2025.

Built into the Advisor360 platform.

Slant is an AI native CRM for financial advisors with an embedded meeting notetaker, a scheduling agent that prepares agendas and a chat assistant that drafts client outreach. It targets solo advisors and small teams.

An AI native CRM with the notetaker built in.

Agentforce for Financial Services includes meeting preparation, post meeting summaries and follow up tasks written back to Financial Services Cloud. Its Agentic Advisor adds Meeting Concierge, generally available since June 2026, with automatic notes, CRM updates and draft follow ups.

Part of Salesforce.