Software advice
Best AI Wealth Management Software in 2026
AI wealth management software is a platform for financial advisors and private banks that records client meetings, writes notes and follow-ups, drafts plans or tax analyses, and connects to CRMs, custodians and portfolio systems. It differs from a robo-advisor, which invests for consumers directly, and from a general notetaker, which has no client records, compliance archive or custodian link.
Quick answer
Jump ranks first because its prices, SOC 2 Type II and no-training rule are all printed. Zocks fits advisors who want the longest integration list. Altruist fits RIAs that want custody and Hazel agents together. Orion fits large firms that want AI governance documents.
An advisor or practice manager shopping for AI usually starts with one chore, such as writing meeting notes, and then discovers a spread of vendors from notetakers to portfolio systems that all say AI. Prices and data terms differ more than the feature lists do. Some vendors print a per-seat price, others print nothing, and few say plainly whether client conversations train a model. This ranking weighs what a buyer can verify on the vendor's own pages in November 2026: printed prices, stated certifications, retention and hosting terms, named integrations and the headquarters. We tested no model, so every accuracy or time-saving claim belongs to the vendor.
The 10 best AI wealth management software in 2026, ranked
There is no score. Vendors can pay for more visibility on this website, for example a higher place in a ranking or more room on a page. Commercial relationships can also affect which products we feature and how prominently. How we rank.
| # | Tool | Best for | Free plan | Entry price |
|---|---|---|---|---|
| 1 | Jump | Advisor teams that want a notetaker plus account opening and growth signals priced per advisor | Trial | $100 per advisor per month |
| 2 | Zocks | Advisors who want notes written straight into a CRM, planning tool and Schwab account-opening forms | No | $67 per user per month, billed annually |
| 3 | Altruist | Independent RIAs that want a custodian, billing and an AI planning agent from one vendor | Trial | $60 per seat per month for Hazel Platform |
| 4 | Wealthbox | Small advisory firms that want a priced CRM with AI agents and an optional notetaker | Trial | $59 per user per month |
| 5 | Orion | Large RIAs and TAMPs that want portfolio accounting, a CRM and an AI layer under one vendor | No | Quoted |
| 6 | Addepar | Family offices and large wealth firms that consolidate custodians, funds and alternatives in one data layer | No | Quoted |
| 7 | Conquest Planning | RIAs and wealth firms that want an advice engine they can verify and call from other tools | No | Quoted |
| 8 | Fincite | German and European banks that want modular, MiFID II-oriented advice and reporting software | Trial | Quoted |
| 9 | Avaloq | Private banks that want a front-to-back wealth platform with AI agents and outsourced operations | No | Quoted |
| 10 | Objectway | European wealth and asset managers that want platform, operations and a digital wealth solution from one vendor | No | Quoted |
- 1
Jump ranks first because a buyer can check more of it than of any other tool here. The pricing page prints three products and their per-advisor cost. The security page states SOC 2 Type II, a no-training rule for customer data and storage in a region you pick. Enterprise adds API access and SSO. The weak spot is the Meet plan alone: it covers meetings, not planning or portfolio work.
Strong on
- Security page states customer data never trains, fine-tunes or improves any AI model
- Retention periods and storage region are set by the customer, with PII redaction in transcripts
- Three add-on products priced publicly, so a quote can be checked against the page
Weak on
- Onboard and Grow are sold by demo, so the $50 add-on price may not hold
- Headquarters street address is not printed on the pages read
- It records and summarizes meetings; it does not run portfolios or financial plans
Skip it if: Firms that need portfolio accounting, rebalancing or a custodian, since Jump sits beside those systems rather than replacing them. Meet costs $100 per advisor monthly; Onboard and Grow add $50 each, and annual payment saves up to 20 percent.
- 2
Zocks takes second place for printed tiers and the longest list of named integrations. Essentials, Professional and Ultimate each show a price, and the security page lists SOC 2 Type 2 with AWS as the only subprocessor. It loses to the leader on data terms: the privacy policy never says whether customer data trains models, and no hosting region is named. The page says conversations are never recorded.
Strong on
- Three tiers priced per user, with an annual rate two months cheaper than monthly
- Integration list names Wealthbox, Redtail, Salesforce, Orion, eMoney, RightCapital and Schwab
- MCP connector in Professional and Ultimate feeds client context into Claude or ChatGPT
Weak on
- Privacy policy does not say whether customer data is used for model training
- Data is stored in the U.S. and the pages name no EU region
- Account opening and automatic replies sit only in the $184 Ultimate tier
Skip it if: European firms that need EU-hosted data, or teams that want recorded audio and video kept for compliance review. Essentials costs $67 per user monthly on annual billing or $80 monthly; Professional and Ultimate cost more.
- 3
Altruist is third because it combines a broker-dealer custodian with Hazel, an AI layer sold as separate paid steps at $60, $160 and $300 per seat. SOC 2 Type 2 is stated, along with SIPC and excess coverage details. The Hazel page promises not to use data in ways a firm has not permitted but does not address model training directly, and the custody link means switching is a transfer of accounts.
Strong on
- Hazel price steps map to jobs: notes, tax planning, then full financial plans
- SOC 2 Type 2 plus annual penetration testing and encryption at rest and in transit
- Custody, trading, billing and reporting run on one stack with Hazel
Weak on
- Hazel page does not state whether client data trains AI models
- Moving off Altruist custody means re-papering client accounts, not just exporting data
- Hazel outputs are informational and need advisor review before client use
Skip it if: Firms that custody at Schwab or Fidelity and only want an AI layer that works with the custodian they already use. Hazel Platform costs $60 per seat monthly; the tax agent costs $160 and the planning agent $300.
- 4
Wealthbox ranks fourth: its CRM tiers list $59, $75 and $99 per user, and the company states SOC 2 Type II and 256-bit encryption. A developer API is linked. The AI side is thinner on terms. The privacy policy leaves training open, and the notetaker costs $49 more per user. It manages relationships and workflows, and has no portfolio accounting or planning engine behind it.
Strong on
- CRM tiers show prices and trial terms openly
- A blog on the pricing page says 24 prebuilt AI agents come with every plan
- Two-factor enforcement across a workspace and compliant note archiving
Weak on
- Privacy policy does not say whether customer data trains AI models
- AI Notetaker adds $49 per user on top of a $59 to $99 plan
- No portfolio accounting, rebalancing or financial planning engine is included
Skip it if: Firms that want one platform with performance reporting and billing, because Wealthbox is a CRM first. Basic costs $59 per user monthly; the AI Notetaker is a $49 add-on and Vault is $29.
- 5
Orion is fifth because it shows the strongest governance record but no price. The trust center lists ISO/IEC 27001:2022, ISO/IEC 42001:2023, SOC 2 Type 2 and SOC 1, and the site says customer data is not used to train third-party models. Denali AI outputs are meant for professional review. A quote is needed for everything else, and the breadth is more than a small firm uses.
Strong on
- Trust center lists ISO 27001, ISO 42001, SOC 2 Type 2 and SOC 1 reports
- Site states Denali AI runs on customer-isolated data
- Names more than 100 integration partners including Schwab, Fidelity and Pershing
Weak on
- No prices or trial appear on the pages read
- Hosting region is not stated; the subprocessor list names AWS and Microsoft
- Many trust documents need a request before a buyer can read them
Skip it if: Solo advisors who need a notetaker and a CRM and would not use portfolio accounting, trading or a TAMP. No price is published; the site offers a consult or a Build Your Stack tool.
- 6
Addepar sits sixth because the pages show a data platform and little about its AI. The site calls the product a data and AI platform and lists Addison for portfolio questions, ADX, Navigator and Alts Data Management. Role-based access, encryption and a SOC 3 report are listed, and the privacy policy places Addepar as processor. It is stronger on data aggregation than on stated AI terms.
Strong on
- Hundreds of pipelines into custodians and fund administrators, with flagged accounts reviewed by a data team
- Privacy policy says Addepar acts as processor for client data
- Alternatives data management is a named product, not an add-on
Weak on
- AI page content could not be read, so no AI training terms were verified
- No price or trial is shown on the pages read, only a demo request
- Office locations and headcount do not appear on the product pages read
Skip it if: Small advisory practices that want meeting notes and follow-ups, which Addepar does not sell. No price appears on the pages read; the only call to action is a demo request.
- 7
Conquest Planning ranks seventh because its Strategic Advice Manager is built to show the inputs and logic behind each strategy, which suits regulated advice. It is available in Claude and through MCP. The pricing page prints no figures. A behavioral coaching agent called Lydia is listed. Security terms are thin on the pages read, and the self-serve version is still a waitlist.
Strong on
- Every strategy the engine surfaces traces back to its inputs and logic
- Engine is headless and reachable through MCP and Claude for Financial Advisors
- Enterprise plans list SSO, a 24/7 SLA and white-label options
Weak on
- No price printed and the solo-advisor tier is a waitlist
- Certifications and hosting region are not stated on the pages read
- Self-serve eligibility is limited to certified U.S. advisors on small teams
Skip it if: Firms that need meeting capture, a CRM or custody, since Conquest is an advice engine. Firm-level quote for RIAs; a self-serve tier for solo advisors is on a waitlist with no printed price.
- 8
Fincite ranks eighth: cios is modular software for onboarding, advice, ordering, reporting and sustainability, delivered as SaaS, and it describes itself as MiFID II compliant. A 14-day trial is rare in this field. The site links a CIOS AI section without detail, names no certification or hosting region, and prints no price, so verification stays low.
Strong on
- Modules cover onboarding, advice, ordering, reporting and sustainability
- A 14-day free trial is offered and needs no credit card
- Frankfurt company address is printed on the site, which helps EU data questions
Weak on
- AI section is linked but gives no detail on features or data use
- No certifications or hosting region are stated on the pages read
- No price is published, so a quote is needed to compare against others
Skip it if: US RIAs, because the product targets MiFID II-regulated European institutions rather than SEC-registered advisors. No price is published; the site offers a 14-day free trial without a credit card.
- 9
Avaloq lands ninth because the site shows scale but little product detail on AI for wealth work. It cites 170+ clients in 35 countries, covers client management, investment management and trading, and pre-integrates Aladdin Wealth from BlackRock. AI agents are described for operations, not named. It offers on-premises, SaaS and BPaaS options, while certifications are left to a Trust Centre.
Strong on
- Front-to-back coverage: client management, investment management, trading and settlement
- Deployment as on-premises software, SaaS or business process outsourcing
- Head office in Zurich and a stated base of 170+ clients
Weak on
- No individual AI agent is described by name or function
- Certifications and AI data terms were not on the pages read
- Scope suits banks and large wealth managers, not independent advisory firms
Skip it if: Independent RIAs and small advisory firms, since Avaloq is sold to banks and large wealth managers. No price is published; Avaloq deals through a sales contact for platform and managed services.
- 10
Objectway comes last because the pages read show no AI feature, price or certification. The site lists a Digital Wealth Solution, operations solutions for wealth, asset and banking, a Swiss private banking offering and an on-cloud service, with 200+ clients in 16+ countries. Headquarters in Milan is confirmed. A buyer asking about AI has to take that question to the vendor.
Strong on
- Client list names Amundi, Azimut, UBS, Fineco, KBC and BNP Paribas
- Offices in Milan, London, Zurich, Mechelen, Ebersberg and Dublin, among others
- Wealth and asset-management operations are both covered, alongside banking operations
Weak on
- No AI feature is described anywhere on the pages read
- Hosting region, certifications and prices are not stated on the pages read
- An information security policy exists but its contents were not read
Skip it if: Buyers who need AI meeting notes or an AI planning assistant today, because the pages show none. No price is published; contact is the only route on the pages read.
How these AI wealth management software were judged
How accurate are AI notes and plans in wealth software?
No page read states an accuracy rate for notes or plans that an outside party checked. Vendors describe design instead. Conquest Planning says each strategy traces back to its inputs and logic, Orion says outputs are meant for professional review, and Altruist notes that Hazel outputs are informational and not advice. Jump offers reviewable outputs and optional transcript-only capture. Judge quality with your own meetings: run five client calls with accents, jargon and cross-talk, and compare notes with what you would have written. For plan and tax agents, check numbers against your planning tool, since an agent that is wrong on a Roth conversion costs more than a late note.
What does AI wealth management software cost per advisor?
Printed prices vary by an order of magnitude. As of November 2026, Jump lists Meet at $100 per advisor per month, with Onboard and Grow at $50 each. Zocks lists $67, $117 and $184 per user monthly on annual billing. Altruist's Hazel prices run $60, $160 and $300 per seat. Wealthbox lists CRM plans at $59, $75 and $99 per user plus a $49 notetaker. Orion, Addepar, Avaloq, Fincite and Objectway print no price, and Conquest Planning quotes firm-level pricing. Ask whether agents, MCP access and onboarding sit in the base seat or are extra, since the tiers move on those lines.
Is client conversation data used to train the AI?
Client calls hold health, tax and family details, so the training rule matters before the price. Jump states that customer data is not used to train, fine-tune or improve any model and lets customers pick the storage region. Orion says customer data is not used to train third-party models. Zocks and Wealthbox privacy policies do not say either way, and Altruist's Hazel page limits use to what a firm permits. Zocks and Altruist state SOC 2 Type 2, and Orion lists ISO 42001. Ask for the training rule in the contract, plus subprocessors and deletion on exit.
How hard is it to switch wealth management software?
Switching cost depends on what the tool owns. A notetaker such as Jump or Zocks holds notes and templates that can be rebuilt, because the CRM stays the system of record. Altruist is different: custody means client accounts must be transferred, which needs signatures and a few weeks. Orion and Addepar hold performance history and billing, and rebuilding that takes a reporting cycle or more. Check export formats for transcripts, notes and performance data, and what the vendor deletes after cancellation. Annual billing, which Zocks and Jump discount, locks cash for a year even when the data is portable.
Which AI wealth platform fits a small firm and which a bank?
Match the tool to the layer where your time goes. Solo advisors and small teams that lose hours on notes fit Jump or Zocks, and a firm choosing a CRM fits Wealthbox. An independent RIA open to changing custodian looks at Altruist. Firms with several billion in assets and an operations team look at Orion or Addepar. Conquest Planning fits a firm that wants a verifiable advice engine. European banks and wealth managers should start with Fincite, Avaloq or Objectway, where Frankfurt, Zurich and Milan headquarters are confirmed, but expect a sales process before any price.
How to choose an AI wealth management platform in three steps
- Run five real client calls through each shortlist tool. Pick five past meetings with different advisors, including one noisy phone call and one with a couple, and run the trial on each. Compare the notes with what the advisor wrote, count fields that landed correctly in the CRM, and check how long the advisor edited. Jump and Hazel both advertise trials, so use them. Write the compliance officer's view of each output too, since a summary that omits a suitability remark has to be fixed before it is archived.
- Put the training and retention rules into the contract. Ask each vendor to state in the order form that client data is not used to train models, which subprocessors see transcripts, which region holds them and when they are deleted. Jump publishes a no-training statement and a configurable retention period; Zocks lists AWS as its only subprocessor but names no region. A firm under SEC or FINRA rules also needs the notes archived in the system it already uses, so check the CRM sync before the AI features. Also ask how long each vendor takes to delete transcripts after cancellation, and get that number in writing.
- Compare total cost across seats, add-ons and exit. Build a table with seats, the tier needed for CRM write-back, account opening, MCP access and reporting, then add onboarding and the cost of leaving. Zocks puts account opening in a $184 tier, Jump sells it as a $50 add-on, Hazel's planning agent costs $300, and Wealthbox charges $49 for a notetaker. Multiply by advisors, not firm headcount, and ask what happens to notes and templates at cancellation. A vendor that discounts annual billing, as Jump and Zocks do, should show the monthly rate beside it so the saving is clear.
Frequently asked questions
What is the best AI wealth management software in 2026?
Jump ranks first here because its per-advisor prices, SOC 2 Type II claim and statement that customer data is not used for model training can all be read on its pages. Zocks suits advisors who want the longest integration list, Altruist suits RIAs that want custody and agents together, and Orion suits large firms that want published AI governance.
Do AI notetakers for advisors record the client call?
It depends on the vendor. Zocks says client conversations are never recorded, while Jump lets an admin choose transcript-only, summary-only or full audio and video and set consent disclosures. Recording rules differ by state and by firm policy, so ask your compliance officer which mode is acceptable before a pilot, and keep the archive in your CRM.
Is AI wealth management software the same as a robo-advisor?
No. Robo-advisors invest money for consumers directly. The tools ranked here serve advisors and banks: they write notes, fill forms, model plans or consolidate portfolios, and a licensed person stays responsible for advice. Altruist's Hazel page says its outputs are informational and not legal, tax or investment advice, and Orion says outputs are meant for professional review.
Which AI tools for financial advisors publish their prices?
As of November 2026, Jump, Zocks, Altruist's Hazel and Wealthbox publish per-seat prices. Jump starts at $100 per advisor monthly, Zocks at $67 per user on annual billing, Hazel at $60 per seat and Wealthbox at $59 per user. Orion, Addepar, Avaloq, Fincite and Objectway print none, and Conquest Planning quotes firm-level pricing.
Can AI wealth tools write into my CRM and planning software?
Several can. Zocks lists Wealthbox, Redtail, Salesforce, Orion, eMoney and RightCapital, while Jump lists 40+ two-way integrations and Hazel lists CRM integrations. Write-back is often a higher tier, for example CRM field sync, so check which fields sync and whether the notes land in your archived system of record.
Is there AI wealth management software hosted in Europe?
The pages read stated no EU region for the US notetakers: Jump stores data in the region the customer designates and Zocks stores data in the U.S. Fincite (Frankfurt), Avaloq (Zurich) and Objectway (Milan) are European companies, but their pages did not state a hosting region. Ask each vendor for the region and processor list in writing.
How long does it take to switch AI wealth management platforms?
A notetaker can be replaced in days if the CRM remains the system of record. A custodian such as Altruist takes longer, since accounts transfer with client signatures. Portfolio platforms such as Orion or Addepar take a reporting cycle or more because performance history and billing must reconcile. Plan the move around quarter-end, and export notes before canceling.
What should a small advisory firm start with?
Start with the chore that eats most time. For meeting notes, trial Jump or Zocks for the 7 to 14 days offered and compare the CRM write-back. For a CRM with agents, check Wealthbox. Avoid platform vendors without a published price until a notetaker has proved value, since portfolio systems are costly to leave.