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AI tools

Aculis

AI operating system for RIAs that connects CRM, email and custodian tools to automate advisor admin.

Made by Aculis Inc Visit Aculis' website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listedNone found
Read this before you rely on Aculis' details. Aculis says it connects to CRM, email, calendar and custodian platforms but names no specific system, so no connections are recorded. Sources: Aculis Inc's page.
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What their website looks like

Screenshot of Aculis' homepage
Aculis' homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Aculis Inc's site

We looked on Oct 13. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Three plans (Professional, Teams, Enterprise), each shown as Contact Us with no price; yearly plans save 20%.

The Teams plan lists Staff Accounts at $100/month.

The homepage offers Join the Waitlist.

Source: No price on aculisai.com: there is no /pricing page, and the homepage plan cards (Professional, Teams, Enterprise) each say Contact Us; only an add-on is priced (staff accounts, $100/month). The site also shows a waitlist. Not found, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Aculis isn't on it: it doesn't publish a price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

No custodian, CRM or planning connection found

We didn't find one on the pages of Aculis Inc's site we read. Ask Aculis Inc how account data gets into it.

Leaving later

We haven't read Aculis Inc's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Aculis yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Aculis with another tool

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Corrections

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