Free AI Services for Financial Advisors & Wealth Firms
WealthAI Advisory offers a suite of complimentary services designed to help financial advisors and small wealth management firms explore how AI can enhance operations, improve reporting, and strengthen client relationships, before making any long-term commitments.
Complimentary Services — No Cost, No Commitment
Free Financial Data Analysis with Koyfin
Leverage Koyfin with our guidance to quickly identify market trends, analyze company fundamentals, and assess portfolio-level risks tailored to your book of business. We show your team how to turn Koyfin dashboards into a daily decision-making tool for client reviews and investment committees. Walk away with a focused watchlist and a repeatable review. process
Free Data Visualization & Dashboard Demo with Tableau
See how Tableau can transform scattered reports into a single, executive-ready view of your practice. We build a sample dashboard using your key metric, AUM flows, pipeline, and revenue by segment, so your team can monitor performance in real time. Walk away with a clear blueprint for your BI stack.
Free Workflow Automation Setup with Zapier
We map one of your core advisory workflows, such as prospect follow-up, meeting preparation, or review reminders, and automate it using Zapier. Our team connects your existing tools so data, emails, and tasks flow automatically instead of through manual processes. Free up hours each week and reduce errors across your client workflows.
Free AI-Powered Insights Session with Google AI Studio
Experience how Google AI Studio can transform dense financial reports, client notes, and market commentary into clear, structured insights. We design tailored prompts and workflows for your firm so advisors can summarize, compare, and explain complex information in minutes. Discover where AI can safely support your advice process
Why Start with Our Complimentary Services?
Risk-Free
No Initial Commitment
Explore high-end AI strategy sessions and training workshops without any initial long-term financial obligations.
Expertise
Specialized Advisory
Benefit from university-backed research insights tailored specifically for the fiduciary requirements of wealth management.
Efficiency
Immediate Impact
Uncover automation opportunities in your workflows that save time and enhance your premium advisor-client relationship.