PlannerPal

Zeplyn

This company provides an artificial intelligence assistant that automates meeting notes, administrative tasks and workflow orchestration for financial advisors and wealth management firms.

Focal

This company provides an artificial intelligence platform that automates meeting preparation, note-taking and back-office workflows for financial advisors.

Zocks

This company develops an artificial intelligence platform that transcribes client conversations and automates administrative workflows for financial advisors and wealth management firms.

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

Pageport

This company develops an AI-native customer relationship management platform and video prospecting tools for financial advisors to automate lead conversion and client communications.

Synthex

Synthex provides AI-based workflow automation software for wealth and asset management firms to manage client reporting, compliance, and suitability reviews.

Conquest

This company develops AI-driven financial planning software for wealth managers, financial advisers and their retail clients to create personalised investment strategies.

Aveni

This company develops artificial intelligence software for financial services firms to automate administrative tasks and monitor regulatory compliance across customer interactions.