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Results for “personal planning”

10 tools in this category · Updated

“personal planning”FinanceShowing 10 tools
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
  • Rogoby RogoAI platform for financial institutionsContact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
  • Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
  • Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
  • Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales

That’s all 10 tools.

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