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Curated tools and products built specifically for financial planner. Discover solutions tailored to your needs, with real reviews from the builder community.
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Be more productive with AI
AI Integration AI
AI-powered portfolio tracking and financial planning
Free Portfolio Tracking
AI expense tracker with voice logging and cloud sync
Free Expense Tracking
July 2026
Encrypted net worth tracker that replaces spreadsheets
Freemium Personal Finance Analysis
Track your finances, income & outflows
Free
June 2026
Online Texas Instruments BAII Plus simulator
Free Financial Analysis
Personal finance dashboard for expenses & investments
Free Financial Planning
A calm financial workspace to organize and plan your money
Freemium
Your money. Now with intelligence.
Analytics & Reporting Monitoring & Alerting
Score stock portfolios in seconds
Freemium
AI-powered personal finance dashboard for all your accounts
Freemium Investing
A 24-factor stock screener and portfolio backtester
Investing Trading
Calculate your RCMP take-home pay after taxes and pension
Free Financial Planning
Estimate your monthly RV payments and total loan costs
Free Financial Planning
Build and embed custom ROI calculators in 60 seconds
Freemium Lead Generation
Natural language stock screener for Claude
Free Investing
Access 235+ free online calculators and charts
Free Financial Planning
Track dividend income and forecast payouts with ease
Freemium Investing
Breaking news publication, powered by AI
Free
May 2026
Calculate reverse mortgages and payoffs with privacy
Free Financial Planning
AI-powered file renaming for smarter file organization
Freemium AI Automation
Describe your Excel problem. Get the right macro in seconds.
Free Data Analysis
Invest smarter with real insights
Freemium Investing
Curated directory of trading RSS feeds
Free Trading
Calculate RCMP after-tax take-home pay for 2026
Free Payroll
AI sports predictions and crypto trading signals
Trading AI Analytics
Transforming Salesforce eSignatures the easy way
Free Digital Signature
Free Forex EA and indicator download library
Free Trading
Turn your portfolio into a personalized AI podcast
Free AI Voice Generation
Project retirement savings and check Roth IRA eligibility
Free Data Analysis
Calculate monthly auto loan estimates with real-time results
Free Price Comparision
Automate credit card reconciliation with AI.
Freemium AI Automation
finance, gold, silver, platinum, palladium, spot prices
Freemium
Excel templates for creators, freelancers and entrepreneurs.
Subscription Management Content Creation
Simple to use expense tracker and budget manager
Free Data Analysis
Calculate retirement readiness and financial forecasts
Freemium Analytics & Reporting
Movement-first finance for people costs, cash, and decisions
Payroll
Automate intercompany reconciliation with AI accuracy
Freemium Financial Planning For Startups
Forecast your long-term personal finances and portfolios
Freemium Analytics & Reporting
Convert bank PDF statements into Excel, CSV, or JSON
Freemium File Conversion
Marketing budget planning without the spreadsheet chaos
Financial Planning For Startups Team Collaboration
Real-time SEC Form 4 insider trading signals
Freemium Trading
Manage your rental portfolio with ease
Free Project Management
Analyze and track your options portfolio securely
Free Trading
Enterprise AI for real-time market intelligence
Trading Analytics & Reporting
A free privacy-first expense tracker for India
Free Analytics & Reporting
Interactive calculators for budgeting and debt payoff
Free Data Analysis
Invest with less anxiety and greater confidence
Free Data Analysis
Get instant alerts for market moving Trump posts
Freemium Monitoring & Alerting
