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AI tools

CogniCor

AI copilot that preps meetings, writes notes, drafts follow-ups and updates the CRM for advisors.

Made by CogniCor Technologies Inc Visit CogniCor's website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed12 connectionsSalesforce, HubSpot, Pipedrive and 9 more. Source and date for each below.
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What their website looks like

Screenshot of CogniCor's homepage
CogniCor's 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 CogniCor Technologies 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.

Sold through a demo; no price shown.

Source: No price on cognicor.com: /pricing redirects to the homepage, and the site offers Book Your Demo only. 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. CogniCor 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

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
CogniCor12 connections listed

Data goes out to

Nothing the vendor says it sends out
Two-way
Redtail
Direction not stated
SalesforceHubSpotPipedriveZoho CRMeMoney AdvisorMoneyGuideProMorningstarAdvyzonOrionTamaracSchwab
Salesforce
Checked on the vendor's site
  • Direction not stated: Financial Services Cloud (FSC) records (the page says 2-way sync)
Source: CogniCor integrations page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Direction not stated: prospect lead intake and qualification
Source: CogniCor integrations page. Checked Oct 13.
Pipedrive
Checked on the vendor's site
  • Direction not stated: sales pipeline deal stages
Source: CogniCor integrations page. Checked Oct 13.
Zoho CRM
Checked on the vendor's site
  • Direction not stated: contact enrichment and profile creation
Source: CogniCor integrations page. Checked Oct 13.
eMoney Advisor
Checked on the vendor's site
  • Direction not stated: goal probability and plan metrics
Source: CogniCor integrations page. Checked Oct 13.
MoneyGuidePro
Checked on the vendor's site
  • Direction not stated: Monte Carlo simulation scores for prep briefs
Source: CogniCor integrations page. Checked Oct 13.
Advyzon
Checked on the vendor's site
  • Direction not stated: planning and performance data
Source: CogniCor integrations page. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Two-way: client contacts and family tree
Source: CogniCor integrations page. Checked Oct 13.
Schwab
Checked on the vendor's site
  • Direction not stated: custodial status: NIGO, transfer and account opening
Source: CogniCor integrations page. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools CogniCor Technologies Inc lists.

Morningstar
Checked on the vendor's site
  • Direction not stated: asset allocation and security ratings
Source: CogniCor integrations page. Checked Oct 13.
Orion
Checked on the vendor's site
  • Direction not stated: portfolio performance and drift analysis
Source: CogniCor integrations page. Checked Oct 13.
Tamarac
Checked on the vendor's site
  • Direction not stated: account balances and positions
Source: CogniCor integrations page. Checked Oct 13.

Leaving later

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

Fits best if

Our judgement

We haven't assessed fit for CogniCor yet.

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

Similar tools

Compare CogniCor with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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