Home / Jobs / Document parsing & data extraction
8 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Essential $5,995/yr (500 accounts). Premium $16,995/yr (1,500 accounts). Platinum $39,995/yr. ↗ stratifi.com/pricing Verified 2026-11-04 | Redtail, Salesforce, Wealthbox, MoneyGuide, Envestnet, Fidelity, Pershing, Altruist, Schwab ↗ stratifi.com/integrations | None found | Visit | |
| Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH). ↗ holistiplan.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Nitrogen, Asset-Map ↗ holistiplan.com/platform/integrations | SOC 2 Type II; MFA ↗ holistiplan.com/pricing | Visit | |
| All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, eMoney ↗ fpalpha.com/pricing | None found | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing Verified 2026-10-26 | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ docupace.com Verified 2026-10-26 | Redtail, Salesforce, Wealthbox, Practifi, Pershing, PreciseFP, Pulse360, OneDrive, SEI ↗ docupace.com/integrations | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com Verified 2026-10-26 | Salesforce, Orion, Black Diamond, Addepar, eMoney ↗ justvanilla.com/product-integrations | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page ↗ justvanilla.com | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ canoeintelligence.com Verified 2026-10-26 | Addepar, Orion, Black Diamond, Tamarac ↗ canoeintelligence.com | None found | Visit |
AI assistant for advisors: meeting prep, notes without storing recordings, follow-ups, document data extraction synced to CRM and eMoney, and an MCP connector for Claude/ChatGPT.
Verified 2026-11-04
Risk analysis and proposals with AI statement scanning and automated compliance monitoring (ComplianceIQ).
Verified 2026-11-04
Reads client tax returns to build tax-planning reports, plus estate and insurance planning.
Verified 2026-11-04
AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities.
Verified 2026-11-04
Estate and tax planning in one AI platform: generates documents, analyzes returns and models strategies.
Verified 2026-10-26
Operations platform: document management, new account opening, advisor transitions, ComplianceEdge and Compliance TRACKR disclosure delivery.
Verified 2026-10-26
Estate planning software for advisors: AI-built estate summaries, document creation and scenario modeling.
Verified 2026-10-26
Automated document collection and data extraction for alternative investments (capital calls, distribution notices, capital account statements), with 'Canoe AI' trained on alts. Acquired by Bloomberg.
Verified 2026-10-26
Weekly newsletter
One short email a week on what changed in advisor AI tools: prices, integrations and security, with a source for every item.
Free. Weekly. Unsubscribe anytime.