Every AI tool, by what you need

The rule: The five lowest monthly costs for one person on the cheapest plan, worked out from each vendor's own price page (our sum). 16 of the 30 AI tools have a price we can put per person. Check each plan's limits, shown with it.

Tool	One person, cheapest plan (our sum)	Why it's on this list	Where the price came from
Caddi	Free for one person	Cheapest plan: Individual, Free 200 credits and 10 loops per month; single user.	Checked on the vendor's site · Oct 13
Contio	Free for one person	Cheapest plan: Free, Free	Checked on the vendor's site · Oct 13
Fathom Not only for advisors	Free for one person	Cheapest plan: Free, Free	Checked on the vendor's site · Oct 13
Fireflies Not only for advisors	Free for one person	Cheapest plan: Free, Free	Checked on the vendor's site · Oct 13
Grain Not only for advisors	Free for one person	Cheapest plan: Free, Free	Checked on the vendor's site · Oct 13

The rule: The vendor's own price page lists a plan at no charge.

Tool	One person, cheapest plan (our sum)	Why it's on this list	Where the price came from
Caddi	Free for one person	Individual 200 credits and 10 loops per month; single user.	Checked on the vendor's site · Oct 13
Contio	Free for one person	Free	Checked on the vendor's site · Oct 13
Fathom Not only for advisors	Free for one person	Free	Checked on the vendor's site · Oct 13
Fireflies Not only for advisors	Free for one person	Free	Checked on the vendor's site · Oct 13
Grain Not only for advisors	Free for one person	Free	Checked on the vendor's site · Oct 13

The rule: The AI tools whose own site lists a connection to Schwab, Fidelity, Pershing or Altruist, with what each connection does as the vendor describes it. Tools with the most connections that say which way data moves come first; a name in a logo list counts for nothing here. Then lowest cost.

Tool	Schwab	Fidelity	Pershing	Altruist	One person, cheapest plan (our sum)
Jump	Data in	Not listed	Not listed	Not listed	$100 a month for one person
CogniCor	Data link	Not listed	Not listed	Not listed	No price found
PitCrew	Listed	Listed	Listed	Listed	No price found
Tandems	Listed	Listed	Listed	Not listed	No price found

Data in: account data comes into the tool. Data out: the tool sends data to the custodian. In and out: both. Data link: data moves, but the vendor doesn't say which way. Listed: named, with no detail. Sign-on only: one login, no data. Where a tool connects to two parts of one custodian that do different things, both are shown. Each profile has the source and date for every connection.

The rule: The vendor's own site says client data comes in from a CRM, so you don't retype households. Tools that list a CRM without saying which way data moves are not included.

Tool	One person, cheapest plan (our sum)	Why it's on this list	Where the price came from
Contio	Free for one person	Salesforce	Checked on the vendor's site · Oct 13
Zocks	$67 a month for one person	Salesforce, Microsoft Dynamics	Checked on the vendor's site · Oct 13
Jump	$100 a month for one person	HubSpot, AdvisorEngine, Zoho CRM, Practifi, XLR8, Advyzon, LeadCenter, Quivr, MedicarePRO, SmartOffice	Checked on the vendor's site · Oct 13
CogniCor	No price found	Redtail	No price on their site · looked Oct 13
Mili	No price found	Advyzon, Microsoft Dynamics, Salentica Elements, HubSpot, Practifi, Redtail, Salentica Engage, Salesforce, Wealthbox, XLR8, SmartOffice	No price on their site · looked Oct 13
Strata AI	No price found	Wealthbox, Redtail	No price on their site · looked Oct 13

The rule: Firm sizes the vendor's own site says it suits; each profile quotes their words. 25 of the 30 AI tools don't say, so they aren't in these groups.

The rule: All 16 AI tools whose price we can put per person, lowest first (our sum from each price page). The other 14 are listed below.

The rule: These publish a price, but not one we can turn into a monthly cost for one person, so they sit outside the cost order. The reason is on each row.

Tool	One person, cheapest plan (our sum)	Why it's on this list	Where the price came from
Continuum	Priced in CAD, so it is not put in the US price sort.	Core, CAD 79/seat/month Priced in CAD, so it is not put in the US price sort.	Checked on the vendor's site · Oct 13
Filenote.ai	Priced in AUD, so it is not put in the US price sort.	Standard, billed yearly, AUD 132/user/mo Priced in AUD, so it is not put in the US price sort.	Checked on the vendor's site · Oct 26
Paradino	Priced in AUD, so it is not put in the US price sort.	Starter, AUD 134/advisor/mo Priced in AUD, so it is not put in the US price sort.	Checked on the vendor's site · Oct 13
Quin	Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price.	Quin (slider set to 10 hrs of admin a month), $49/mo for the 10 hrs setting Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price.	Checked on the vendor's site · Oct 13

The rule: We couldn't find a price on these vendors' sites. Ask them for one, and for any setup fee and the contract length.

Tool	Where we looked
Aculis	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. Last looked Oct 13.
CogniCor	No price on cognicor.com: /pricing redirects to the homepage, and the site offers Book Your Demo only. Last looked Oct 13.
Mili	No price on getmili.ai: there is no /pricing page, and the homepage offers only Book a demo and Start for free. Last looked Oct 13.
Moxo Not only for advisors	No price on moxo.com: /pricing redirects to the homepage, and the site offers Request free trial and Book a demo only. Last looked Oct 13.
Nevis	No price on neviswealth.com: there is no /pricing page, and the homepage and data page offer only Request demo. Last looked Oct 13.
PitCrew	No price on gopitcrew.com: /pricing redirects to the homepage, and the site offers Request a call and Get in touch only. Last looked Oct 13.
Strata AI	No price on strataai.org: the pricing page asks you to create an account and choose a plan, and shows no amounts; the homepage offers Sign Up and Book a Demo. Last looked Oct 13.
Tandems	No price on tandems.ai: there is no /pricing page, and the homepage and solution pages offer only Book Demo and Get Tandems. Last looked Oct 13.
WealthStream	No price on thewealthstream.com: there is no pricing page there is no (/pricing page), and the homepage, FAQ and About Us pages offer only Request a Demo; the FAQ says most firms start with a design partnership or structured pilot. Last looked Oct 6.
Zeplyn	No price on zeplyn.ai: there is no pricing page there is no (/pricing page), and the homepage and platform page offer only Book a demo. Last looked Oct 13.