AI-powered financial planning for modern advisors — and the clients they serve.
9
Assessment sections
3
AI-powered pillars
14+
Disclaimer templates
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Financial Health Score
James Davidson
Sarah Rodriguez
Mike Kim
AI Powered
For Licensed Advisors
14 reports
sent this week
500+
Assessments completed
98%
Client satisfaction
14 min
Avg assessment time
14+
Regulatory disclaimer templates
Purpose-built for registered investment advisors. Compliance-first, AI-powered, and ready on day one.
Claude AI analyzes all 9 financial dimensions and generates professionally formatted plans in minutes.
Every report includes proper disclaimers, Reg BI language templates, and documentation designed for licensed professionals.
Protect, Grow, and Leave a Legacy — a comprehensive framework clients instantly understand.
Client summary and advisor analysis PDFs generated automatically and emailed instantly.
Clients browse and select their preferred advisor — warm leads delivered to your inbox.
Clients complete assessments on any device — phone, tablet, or desktop.
From assessment to advisor connection in minutes — not days
Client fills out our 9-section financial assessment in about 8 minutes.
WealthPlanrAI scores all dimensions and identifies gaps across all three pillars.
Client gets a summary email. You get a full advisor report with PDF attachments.
Client selects you as their advisor. You reach out with a personalized plan.
Every AI response, client report, and generated document automatically includes regulatory disclaimer templates — reviewed and updated quarterly.
All plans include a 14-day free trial. No credit card required.
Solo advisors and CFPs
Growing RIA firms
Large broker-dealers
See what advisors are saying about WealthPlanrAI.
Sarah Chen, CFP
Independent RIA, San Francisco
“WealthPlanrAI cut my client onboarding time in half. The AI assessment gives me a complete picture before the first meeting — my clients love the personalized reports.”
Marcus Williams
Senior Advisor, Raymond James
“The compliance automation alone is worth it. Every report auto-appends the right disclaimers. I haven't had a compliance issue since we switched.”
Jennifer Park, ChFC
Wealth Manager, Chicago
“Monte Carlo projections used to take me 45 minutes. Now I run them in 20 seconds, right in front of the client. The wow factor is incredible.”
Important Disclosure: WealthPlanrAI is a technology platform for licensed financial professionals only. We are not a registered investment advisor, broker-dealer, or FINRA member. This platform does not constitute investment advice. Licensed advisors using this platform are solely responsible for their own regulatory compliance, client suitability determinations, and adherence to applicable FINRA, SEC, and state regulations. All AI-generated content must be reviewed by a licensed professional before use with clients.