Wealth Advisors,
turn an Hour into a Month of Marketing.

Our AI transforms your expertise into compliant, multi-channel content that attracts ideal clients—so you can focus on advising, not writing.

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Advisor Soft Dollar Value

Calculate your potential savings with AdvisorX

10h
$400
20
8.0h
saved weekly
$168,800
saved yearly
Current Annual Costs
Time Cost$166,400
Compliance Reviews$6,000
Total Current Cost$172,400
Select Your Plan
Calculator Assumptions
  • 80% time savings on content creation
  • Marketing compliance included ($25 per review)
  • Includes AI content creation and unlimited revisions
“AdvisorX is a big time saver for me and my team. It helps us overcome writer's block and ensures that the content we create is aligned with our firm's messaging. The ability to pull talking points from specific domains and combine them with our brand strategy is something I haven't seen in other tools.”
Testimonial author
Erik Allison
VP & Wealth Advisor at Farther

From solo RIAs to fast-growing large RIAs,
growth-oriented firms trust AdvisorX:

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Why Advisors Trust Us

AdvisorX is designed for wealth advisors. We take the hassle out of dealing with generic AI chatbots and marketing agencies.

Grow Faster on LinkedIn & X

Marketing Compliance

Fact-Check AI Content

Personalized Content Engine

Content Accuracy

Long-Form Content

Firm-Branded Charts

Advisor Prompt Library

Grow Faster on LinkedIn & X

Pricing

Rome wasn’t built in a day, but your marketing assets will be.

Monthly
Yearly
25% OFF

Free

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Includes

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    3 day-free trial
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    10 LinkedIn Posts requests
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    5 personas
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    1 custom persona
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    5 Long-form requests
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    5 marketing compliance reviews
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    5 Fact-check requests
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    5 chart/image requests
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    General prompt library

Add Ons

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    Add each advisor at $49.99 per month, Add compliance team at $85 per month per member
POPULAR

Professional

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Includes

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    100 LinkedIn Posts requests
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    100 X/Twitter Post requests
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    50 Long-form requests
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    40 chart requests
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    100 marketing compliance reviews
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    100 Fact-check requests
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    Add your writing style
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    2 custom personas
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    Unlimited personas
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    General prompt library

Add Ons

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    Add each advisor at $49.99 per month, Add compliance team at $85 per month per member

Premium

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Includes

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    AI Chief Growth Officer
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    Unlimited customized personas
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    White glove fine-tuning/support
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    Firm-specific prompt library
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    Unlimited AI personas
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    200 LinkedIn Posts Requests
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    200 X/Twitter Post Requests
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    50 Long-form requests
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    100 chart/image requests
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    200 marketing compliance reviews
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    200 Fact-check requests
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    Add your writing style

Add Ons

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    Add each advisor at $85 per month, Add compliance team at $85 per month per member

AdvisorX Vs the rest

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What advisors are saying

Frequently Asked Questions (FAQs)

What is AdvisorX?

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Will the documents I upload to AdvisorX be used to train the AI models?

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How is AdvisorX AI different from ChatGPT and other generic AI?

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How does AdvisorX differ from AdvisorStream?

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How does AdvisorX differ from Jasper AI?

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How is AdvisorX AI different from Wealth Management GPT?

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How is AdvisorX AI different from Saifr AI?

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How does AdvisorX ensure marketing content is compliant?

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Can AdvisorX personalize marketing content for my firm?

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What types of content can AdvisorX generate?

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How does AdvisorX handle web enrichment?

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Is there a way to make the AI-generated text sound more human-like?

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What are the pricing options for AdvisorX?

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How does AdvisorX integrate with social media?

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Can AdvisorX assist with brand design?

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