VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Financial Advisors
32 tools for financial advisors - 23 with free plans
Client-ready visuals, proposal generators, risk and exposure explainers, and compliance-friendly logs so advice is repeatable and reviewable.
Editor picks if you are skimming: Asset Allocation Interactive (AAI), BamSEC, Fiscal.ai, Interactive Brokers (IBKR), Koyfin. Every listing links to source notes, pricing, and coverage so you can judge fit in minutes.
Want to narrow this list to durable free tiers? Jump to the free-only audience view.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.