Your AI-PoweredFinancial Advisory Assistant
Transform your financial advisory practice with AI-driven tools designed to enhance client interactions and streamline your workflow.
Meetings Assistant
Finobi's file noting and fact-finding software for seamless client meetings.
Planning Assistant
An AI that helps explore strategies while keeping compliance in check, helping you create compliant financial plans in a matter of minutes.
Finobi Hub
A unified data platform, integrated with compliance audit trails. Connects with Microsoft Office 365, external CRMs, Morningstar data feeds etc.
The Licensee Hub
AI-powered 360° visibility and control: client meetings, financial plans and documents.
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