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Free AI tools for financial advisors
These recorded prices explicitly mention a free offering. Read the quoted pricing for limits and paid options; a free trial alone does not qualify.
| Tool | Categories | Published pricing and source | Last verified |
|---|---|---|---|
| Fathom | Meeting notes & follow-up | Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales.↗ fathom.ai/pricing | 2026-11-04 |
| Koyfin | Investment research · Client reporting | Free $0. Plus $39/mo. Premium $79/mo. Advisor Core $209/mo. Higher advisor tier $299/mo. Discount for firms under $100M AUM.↗ koyfin.com/pricing | 2026-11-04 |
| Docked | Client onboarding | Free for one operator, no credit card required. AI-provider charges are separate.↗ docked.ai | 2026-11-04 |
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