AI Assistant
for Financial Advisors
Integrations
No need to change your tech stack—CogniCor’s AI fits right in.
Chosen by forward-thinking RIAs, broker-dealers, and wealth management firms who rely on CogniCor’s AI to power client engagement.
Our commitment to compliance, automation, and advisor success has earned us recognition across leading industry platforms and award programs.
Got questions? Our FAQ section makes it easy to understand how we keep your data safe and help advisors serve you better.
AI Models Optimized For Wealth
Based on LLMs and Knowledge Graphs
Know Your ROI
Get ROI in year one with ready-to-use modules built on the industry’s best use cases.
The ROI of Smarter Client Meetings
How many advisors does your RIA firm have?
For each meeting, the average time spent pre-meeting (Scheduling, Agenda creation)
For each meeting, the average time spent post-meeting (Notes, Case Creation, Client Communication)?
5
500
10
200
1
5
5
No. of meetings per month per advisor
1