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Financial advisor AI software compared: meeting notes, CRM, and tax planning by price
Here is how we compare: published price first. If a vendor puts a real number on its own pricing page, that number leads the row; if it only quotes after a demo, the row says quote-based and we do not invent a figure. Every price below was checked on the vendor's page on 2026-07-09. We take no payment for placement here.
The short version:
- Cheapest seat: Redtail Launch at $39/mo billed annually ($45 monthly), covering up to 5 users.
- Meeting notes: Zocks Essentials is the lower entry at $67/user/mo billed annually; Jump is $100/advisor/mo with prep briefs and follow-up drafting in the same plan.
- CRM with its own AI: Wealthbox at $59/user/mo plus its AI Notetaker add-on at an introductory $49/user/mo keeps notes and records with one vendor.
- Tax planning: Holistiplan from $749/year for up to 30 households; FP Alpha at $1,995/year if you want tax, estate, and insurance in one engine.
- Quote-based: Powder, Conquest Planning, and Salesforce Financial Services Cloud publish no price, so they appear here without one.
How do the nine tools compare?
Six tools with published prices, then the three quote-based platforms. Sorted roughly cheapest first within each group.
| Tool | Best for | Starting price | AI feature | Key limit |
|---|---|---|---|---|
| Redtail CRM | Budget-led solo advisors and teams up to 5 | $39/mo billed annually ($45 monthly) | None named on the plans we checked; pairs with a meeting assistant | Unlimited users needs Growth at $59/mo billed annually |
| Wealthbox | Small RIAs wanting CRM and notetaker on one bill | $59/user/mo (Basic); free 14-day trial | AI Notetaker add-on at an introductory $49/user/mo | Notetaker priced per seat on top of the CRM |
| Zocks | Notes-first advisors watching the entry price | $67/user/mo billed annually ($80 monthly) | AI meeting assistant built for advisor conversations | Professional is $140 and Ultimate $220 per user monthly |
| Jump | Advisors who want prep, notes, and follow-up in one flat plan | $100/advisor/mo (Meet) | AI notetaker, pre-meeting prep briefs, follow-up tasks and emails, CRM sync | Onboard and Grow modules add $50/advisor/mo each |
| Holistiplan | Firms that lead with tax planning | from $749/year (up to 30 households) | Scans a client 1040 into observations and scenarios | State tax and Roth projections need Premium from $1,499/year; 12-month term |
| FP Alpha | Advanced planning across tax, estate, and insurance | $1,995/year (All-In-One) | Reads client documents and generates recommendations in three disciplines | 55 snapshots per year, then credit-based pricing |
| Powder | Wealth firms with heavy statement and estate-doc volume | quote-based (demo) | AI extraction of brokerage statements, tax returns, and estate docs into data and proposals | No published price |
| Conquest Planning | Enterprise financial-planning teams | quote-based (per seat) | AI-assisted financial planning platform | Quoted per seat; enterprise scope |
| Salesforce Financial Services Cloud | Enterprise firms standardizing on Salesforce | quote-based | Enterprise CRM with AI layered in | Quoted; heavier than a small RIA needs |
Prices are vendor-published, checked 2026-07-09. Features shift between tiers, so confirm current pricing with each vendor; plans change.
What's the one-paragraph verdict on each tool?
Jump is the meeting assistant that does the most in one plan: $100/advisor/mo buys the notetaker, unlimited meetings, pre-meeting prep briefs, follow-up tasks and emails, and sync into your CRM and planning tools. The Onboard and Grow modules cost $50/advisor/mo each, so budget for those only if you need them.
Zocks is the lower-priced way into advisor meeting notes at $67/user/mo billed annually ($80 monthly). The catch is the tier ladder: Professional runs $140 and Ultimate $220 per user monthly, so know which tier holds the features you want before you compare it to Jump.
Wealthbox is the advisor CRM with the tidiest AI story: $59/user/mo for Basic, an AI Notetaker add-on at an introductory $49/user/mo, and a free 14-day trial with no card. One vendor, one bill, notes landing directly on the client record.
Redtail CRM is the value pick: Launch is $39/mo billed annually ($45 monthly) and covers up to 5 users, which no other tool here matches at the price. It has no named AI feature on the plans we checked, so plan on pairing it with Jump or Zocks for notes.
Holistiplan turns a client 1040 into tax-planning observations and scenarios, from $749/year for up to 30 households on a 12-month term with a 7-day trial. Premium Tax from $1,499/year adds state tax, Roth conversion projections, and cash-flow visuals.
FP Alpha goes wider than tax: the $1,995/year All-In-One plan reads tax, estate, and insurance documents and generates recommendations across all three, with 55 snapshots included and credit-based pricing beyond that. It costs more than Holistiplan's entry, and it covers more ground.
Which tool fits your practice?
Pick by the part of the practice that is actually costing you time or revenue. There is no single winner here.
Solo advisor on a budget
Start with Redtail Launch at $39/mo billed annually, which covers up to 5 users. If you would rather have the CRM's own AI notetaker under the same bill, Wealthbox at $59/user/mo plus its $49 add-on is the alternative.
Notes and follow-up first
Your bottleneck is the hour after every meeting. Jump ($100/advisor/mo) or Zocks (from $67/user/mo annual) fixes that first. Weighing them head to head? See Jump vs Zocks.
Tax-planning-led firm
You open client reviews with the 1040. Holistiplan (from $749/year) against FP Alpha ($1,995/year) is the real decision; the trade-offs are in Holistiplan vs FP Alpha.
Document-heavy or enterprise
Brokerage statements, estate docs, and multi-advisor workflows at scale point to Powder or Conquest Planning, with Salesforce Financial Services Cloud for firms already on Salesforce. All three are quote-based.
How wide is the price spread?
Wider than it first looks. The monthly tools run from Redtail at $39 (billed annually) through Wealthbox at $59, Zocks at $67 (billed annually), and Jump at $100 per advisor. The planning engines bill by the year instead: Holistiplan opens at $749 and FP Alpha at $1,995. Then the scale simply stops, because Powder, Conquest Planning, and Salesforce Financial Services Cloud publish nothing; their price is whatever the sales conversation lands on. Comparing a monthly seat to an annual platform is apples to oranges, so decide the job first and the price band second.
Common questions
Which AI tool is cheapest for an independent advisor?
Redtail CRM has the lowest entry at $39/mo billed annually, and its Launch plan covers up to 5 users. On the meeting-notes side, Zocks Essentials is $67/user/mo billed annually, against Jump at $100/advisor/mo. Confirm current pricing with each vendor; plans change.
Should I pick Jump or Zocks for meeting notes?
Jump is $100/advisor/mo and bundles pre-meeting prep briefs, follow-up tasks and emails, and CRM sync in one plan. Zocks starts lower at $67/user/mo billed annually, with Professional at $140 and Ultimate at $220 per user monthly. If entry price decides it, Zocks starts cheaper; if you want prep and follow-up in one flat plan, that is Jump's case.
Is Holistiplan or FP Alpha better for tax planning?
Holistiplan starts at $749/year for up to 30 households and is built around scanning a client 1040 into planning observations, with Premium Tax from $1,499/year adding state tax, Roth conversion projections, and cash-flow visuals. FP Alpha is $1,995/year and reads tax, estate, and insurance documents across 55 snapshots. Tax-only firms often start with Holistiplan; planning across all three disciplines points to FP Alpha.
Why is there no price for Powder, Conquest, or Salesforce FSC?
Because the vendors do not publish one. Powder prices after a demo, Conquest Planning is quoted per seat, and Salesforce Financial Services Cloud is quoted for enterprise deals. We list only vendor-published prices, so quote-based tools appear here with no dollar figure.
Sources: vendor pricing pages for Jump (jump.ai), Zocks (zocks.io), Wealthbox (wealthbox.com), Redtail CRM (redtailtechnology.com), Holistiplan (holistiplan.com), and FP Alpha (fpalpha.com), all vendor-published and checked 2026-07-09. Powder, Conquest Planning, and Salesforce Financial Services Cloud publish no price and are quote-based. Last reviewed: 2026-07-09.
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