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AI tools

Tandems

AI meeting prep, follow-up, growth and investing tools for banks, wealth firms and insurers.

Made by Tandems Visit Tandems' website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed6 connectionsSalesforce, Fidelity, Schwab and 3 more. Source and date for each below.
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What their website looks like

Screenshot of Tandems' homepage
Tandems' 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 Tandems' 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 to financial institutions through a demo; no price shown.

Source: No price on tandems.ai: there is no /pricing page, and the homepage and solution pages offer only Book Demo and Get Tandems. 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. Tandems 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
Tandems6 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
SalesforceFidelitySchwabPershingNFSBroadridge
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.
Fidelity
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.
Schwab
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.
Pershing
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.
NFS
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Tandems lists.

Broadridge
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Tandems homepage. Checked Oct 13.

Leaving later

We haven't read Tandems' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Tandems yet.

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

Similar tools

Compare Tandems 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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