AdvisorZen.AI – Specifically for Wealth Management Professionals
A simple and affordable wealth AI tool for creating multi-channel content and research analysis
Tired of doing routine tasks in writing daily content or spending time on research?
Sign up and do all your tasks in 1 hour for a week ahead
Try for free
.svg)
No credit card required
AdvisorZen is perfect for you if your regular tasks include:
Marketing
campaigns
campaigns
Strategically designed initiatives to boost brand visibility across diverse platforms.
Client
communications
communications
Personalized messaging to strengthen relationships and address specific needs.
Blogs and social media posts
Engaging content that informs, engages, and connects with target audiences.
White papers and research reports
In-depth analyses to establish authority and provide valuable industry insights.
News & local promotions
Timely updates and offers to maintain relevance and foster community ties.
Community
events
events
Interactive gatherings to build relationships and promote brand loyalty.
Market research analysis
Data-driven insights to identify opportunities and guide strategic decisions.
Media
pitches
pitches
Compelling story angles to attract journalists and secure impactful coverage.
AdvisorZen AI and finance platform will save your time to focus on professional development and building client relationships
How it works?
Meet the team of 5 wealth AI agents who will Boost your daily productivity
Attention! The agents are trained by our Independent Wealth Management Professionals. Because of this, they are already skilled in formal communication, industry-specific terminology, and creating FINRA compliant leadership articles
Disclaimer: We recommend you do not share any client or personal information when using AdvisorZen!
Why AdvisorZen.AI?
Optimize client interactions and enhance your investment strategies with our intelligent assistants. Increase your productivity and reach new heights with AdvisorZen’s Finance AI
Innovation
AdvisorZen is a cutting-edge AI and finance platform designed specifically for independent wealth advisors looking to elevate their practice to the next level using AI.
Efficiency
Our system integrates Artificial Intelligence to automate all wealth management routine processes, giving you more time to focus on strategic planning, and building relationships with clients and centers of influence.
Multitasking
From content creation, client inquiries, thought leadership, practice management, market research, and beyond, our AI assistants help you work smarter, faster and more efficiently. AdvisorZen is the ultimate AI Assistant for Wealth Management Professionals.
Get your full version with the 15-days free trial
What you already get for free:
Highly customizable AI assistants
Unlimited usage of AI-generated prompts
Unlimited ability to save AI-generated prompts
Access to our Private Community
$99
$0
Try for free
No credit card required
Let’s estimate how much time you spend on content generation and marketing activities each week
Hours spent weekly:
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Payback from using AdvisorZen
0h
Saved weekly
$0
Saved weekly
$0
Saved monthly
$0
Saved annually (approx)
Pricing
Easy-to-use, intuitive generative AI Finance formats, no hustle or extra knowledge
Get 15-days of free trial
Premium
15-day trial period
5 AI agents with no limits
Highly customizable and multitasking chats
Unlimited usage of AI-generated prompts
Unlimited ability to save AI-generated prompts
Access to our Private Community
$99/month
Get started for free
No credit card required
Individual price for your business
Enterprise
Everything from Premium
Custom pricing model
Bulk onboarding of users
Flexible partnership conditions
Custom features development
Personal support
AdvisorZen is powered by ChatGPT 4-o, but what's the difference?
Features
Narrow focus on Financial industry
Ready to go for independent advisors
Customized advisor-specific AI-chatbots
Tone of voice for Wealth Management Professionals
User friendly & branded chats
Simple to use and yet AI-driven
Ideal for non tech-savvy users
Endless chats with citations
Multipurpose finance content creation
Built-in Industrial Prompts
Community of professionals in the industry
Record for completing a content plan for a week - 45 minutes
.webp)
Start your $99/mo Premium with a 15-day trial period with no limits
Start Premium
No credit card required
Community
Welcome to our private AI advisor community of wealth AI agents for professional colleagues, where you can share knowledge, experience, and find support among your peers. Stay tuned in for the updates to be among the first to enjoy our unique wealth AI tool features
The Founders
Meet the founders of AdvisorZen.AI – the people behind the idea and execution of this innovative platform. Our founders are recognized experts in their fields, with years of experience and a passion for creating advanced solutions for the financial industry
Michael Knight
Senior Fintech professional with 30+ years of experience in portfolio operations, risk management, trading, and operational due diligence. Extensive experience delivering complex financial software implementations across various technology platforms.
Vincent Esposito
Wealth Management Advisor with 30 years of industry experience. Dedicated champion of the Fiduciary Model; believing it embodies the most ethical approach by ensuring that client interests are always at the forefront.
Alex Romanenko
A skilled IT professional with over 13 years in IT operations, infrastructure, and development. Currently the CEO of MasterDynamix, a dedicated team, designing & delivering advanced FinTech solutions that empower businesses to innovate and thrive.
Stephen Wilmarth
MIT Certified Fintech Entrepreneur, teacher, and consultant with more than 20 years experience in financial technology products and services, a strong advocate of using modern wealth management solutions.
Schedule demo with one of the founders
AdvisorZen FAQ Suggestions
What is AdvisorZen AI and how can it benefit my wealth management practice?
AdvisorZen AI is a subscription-based SaaS platform designed to assist individual wealth advisors with various AI-powered chatbots, each specializing in different roles like practice management, research analysis, content creation, and more. It helps save time on routine tasks, allowing advisors to focus more on client engagement and relationship building.
What types of tasks can the AI chatbots perform?
Aa generative AI finance solution, our chatbots can assist with a range of tasks, including drafting client emails, creating educational content, conducting market research, developing social media strategies, writing articles and press releases, and enhancing communication skills.
How much time can I expect to save using AdvisorZen AI?
On average, wealth advisors can save up to 40 hours per month by using AdvisorZen AI for tasks such as email writing, practice management, social media posting, and meeting preparation.
What devices can I use to access AdvisorZen AI?
AdvisorZen AI is accessible on both desktop and mobile devices, allowing you to use the platform conveniently from anywhere.
Is there a trial period for the service?
Yes, AdvisorZen AI offers a free trial for the first month. After that, the service continues on a subscription basis, payable by credit card.
What is included in the premium service plan?
The premium service plan provides additional benefits, including access to a community of users, AI in wealth management examples for enhanced idea sharing, conversations, and other collaborative opportunities.
How can I cancel my subscription if I no longer need the service?
You can cancel your subscription at any time without any long-term commitment. Simply follow the cancellation process outlined on our artificial intelligence fintech website.