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Custom AI agentsWe build and run an agent for one jobPricingAboutBlogTen AI tools a financial advisor or small RIA can use in 2026, from meeting notes and CRM assistants to planning software, with prices read on each vendor page, who each fits, and one honest limit for each.
Checked October 26, 2026. Prices were read on each vendor's own pricing page. Advyzon does not publish a price and we say so. Prices change: re-check before you buy. Dooza Crew is our product and our top pick for small advisory practices; we say why, and where the others fit better. Nothing here is investment, legal or compliance advice.
Our top pick for a small advisory practice is Dooza Crew: AI employees for the admin around your client work, $49 a month for the whole organization, and it asks before it sends anything. For advisor-specific meeting notes, look at Jump or Zocks. For an AI-enabled CRM, Wealthbox or Redtail. For planning software with an AI agent, RightCapital. For cheap call notes, Fathom and Otter both have free plans.
Advisor360's January 2026 survey of "300 U.S.-based financial advisors at registered investment advisors (RIAs), broker-dealers, and banks" found that "Seventy-four percent say AI already helps their practice". The same survey is careful about where: "Only 14% of advisors currently use AI to help identify investment opportunities", and "93% say retaining control over decisions and advice when using AI tools is non-negotiable."
Advisor360 sells wealth-management technology, so it surveyed its own corner of the market. Still, the pattern is clear and fits what the tools below do: AI is used to take notes, prepare for meetings and cut admin, while advice stays with the advisor.
| Tool | What the AI does | Price (vendor page, Oct 26) | Free option |
|---|---|---|---|
| Dooza Crew (ours, top pick) | AI employees that chase documents, draft follow-ups, fill forms; takes phone calls | $49/mo per organization, unlimited users and agents, AI usage included | 7 days free (card required) |
| Jump | Meeting prep, notes, follow-ups, CRM sync | Meet $100 per advisor/mo; Onboard and Grow $50 each | Try Meet for free |
| Zocks | Notes without recordings, CRM and planning integrations | Essentials $67 per user/mo billed annually | 14-day trial (card required) |
| Wealthbox | CRM with an AI Notetaker add-on | $59 to $99 per user/mo; AI Notetaker $49 per user/mo intro | 14-day free trial |
| Redtail | CRM with Review Prep, Workflow Builder, Smart Search | Launch $39, Growth $59 per user/mo billed yearly | Free trial of Growth |
| RightCapital | Planning software with the Iris AI planning agent | Basic $149.95, Premium $209.95 per advisor/mo | 14-day free trial |
| Advyzon | Wealth platform with built-in AI | Not published (contact sales) | Not stated |
| Fathom | AI notes and summaries for calls | Premium $20/mo per user ($16 billed annually) | Free forever plan |
| Otter.ai | AI meeting notes and chat across meetings | Pro $16.99/mo per user ($8.49 annually) | Free Basic plan |
| Smith.ai | 24/7 call answering and intake | Starter $300/month for 30 calls | No free trial; money-back guarantee |
Crew gives a small advisory practice AI employees for the jobs that sit around the client work. Each one has its own computer and browser, its own job, and works around the clock. They work with your team in one chat and pass work to each other. Before it sends an email or clicks Send, Submit or Pay, it asks you to Approve, Edit or Reject.
Try Dooza Crew free for 7 days.
Jump's Meet product is "AI-enhanced meeting prep, notes, follow-ups and assistant capabilities to save you time." It lists an AI notetaker, unlimited meetings, follow-up tasks and emails, and "Sync to CRM or financial planning tools". Add-ons cover client onboarding (Onboard) and meeting analytics (Grow).
Zocks sells itself as a way to "Capture notes without recordings & free up time to focus on clients". Essentials lists AI note-taking, CRM, financial planning, portfolio management and tax planning integrations, and unlimited meetings. Professional adds automatic form filling. Its FAQ says it is "SOC 2 Type II certified".
Wealthbox is a CRM for advisors. Its AI Notetaker gives you "Meeting prep, notes, and follow-ups, drafted automatically."
Redtail's September 2026 blog says its new AI features, "powered by Denali, are five tools built right into the CRM you already use." Review Prep summarizes client history, Workflow Builder builds a workflow from a prompt, and Smart Search finds contacts you describe in plain words.
RightCapital's Premium plan lists the "Iris™ AI planning agent", which the pricing page ties to Double Check, Cash Flow Reviews, Plan Builder and Find Opportunities. Smart Import is described as "AI to revolutionize data entry".
Advyzon says it is "one platform that does the work of many, with advisor-trained AI embedded into the way your firm already operates." Its Advyzon AI page says it can "Automate meeting prep, follow-ups, reporting, document retrieval, and operational handoffs."
Fathom's free plan has "Unlimited recordings, instant call summaries, integrations with LLMs & more." Premium adds AI action items, and the Business plan adds CRM field sync.
Otter's free Basic plan includes "AI Chat within and across meetings" and works with Zoom, MS Teams and Google Meet. Pro adds advanced AI workflows and Salesforce, HubSpot and Zapier integrations.
Smith.ai offers "Professional call answering by real people" around the clock, with lead screening, qualification and intake. It is not advisor-specific.
Running a small practice? See best AI tools for small business.
For a small practice, our top pick is Dooza Crew (our product): AI employees for the admin around your client work, such as chasing missing documents and drafting follow-up emails, each with its own computer and browser, for $49 a month for the whole organization after a 7-day free trial. It asks you to approve before it sends anything. For advisor-specific meeting notes, look at Jump or Zocks; for an AI-enabled CRM, Wealthbox or Redtail; for planning software with an AI agent, RightCapital.
In a January 2026 Advisor360 survey of 300 U.S. advisors, 74% said AI already helps their practice, but only 14% use it to help identify investment opportunities. Advisor360 is a wealth-tech vendor, so treat it as one data point. Use is mostly admin work, not investment decisions.
Advisor-specific options are Jump (Meet, $100 per advisor per month as displayed) and Zocks (Essentials from $67 per user per month billed annually, notes captured without recordings). General notetakers are cheaper: Fathom has a free forever plan and Otter has a free Basic plan. The general tools do not list advisor CRM or planning-software links on their pricing pages, so check how notes reach your CRM.
It should not do so on its own. In the Advisor360 survey, 93% of advisors said retaining control over decisions and advice when using AI tools is non-negotiable. None of the tools here replace your advice, your suitability review or your compliance and recordkeeping duties, and Dooza Crew is not a registered investment adviser or a licensed advisor.
Fathom has a free forever plan for call notes and Otter has a free Basic plan (300 monthly transcription minutes). Trials: Zocks 14 days (credit card required), Wealthbox 14 days, RightCapital 14 days, Jump lets you try Meet for free (length not stated), and Dooza Crew 7 days (card required).
No. No CRM, planning or custodian software is certified or integrated with Dooza Crew, so it does not sync with them. It works in web-based tools you log in to with a browser, and you type passwords and 2FA codes yourself. Try it on your own tools during the 7-day trial before relying on it.
A lead AI agent plus helper agents that browse the web, write files and ask you before they send or pay. 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap.
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Got busywork? Dooza it.
Try Dooza Crew, AI agents that do your busywork: 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap. Want a custom agent built for you instead? A Dooza engineer scopes it on a free 30-minute call and it starts as a refundable pilot. See pricing.
Crew: 7-day free trial · Custom agents: refundable pilot, 100% refund within 14 days
Dooza builds AI products and services for small businesses. Custom Dooza agents start with a refundable pilot: 100% refund within 14 days.
Or start now: Dooza Crew, AI employees you chat with from web or phone, watching every step live in chat: free for 7 days, then $49 a month for your whole organization (unlimited users and agents, no per-seat fee) with AI usage included and a hard spending cap. Want it done for you instead? Dooza Managed, $200/month.