Enterprise-Grade AI for Financial Planning Practices
The Agentic AI Platform for Financial Planning Practices
StackAI helps financial planning practices deploy agentic AI to streamline client onboarding, generate personalized plan summaries, and support compliance-ready operations—while maintaining strong security and access controls.
Give investors and managers instant insights
Instantly check policy terms and confirm eligibility
Summarize internal repositories and generate memos
Give investors and managers instant insights
Instantly check policy terms and confirm eligibility
Summarize internal repositories and generate memos
Enterprise-Grade AI for Financial Planning Practices
The Agentic AI Platform for Financial Planning Practices
StackAI helps financial planning practices deploy agentic AI to streamline client onboarding, generate personalized plan summaries, and support compliance-ready operations—while maintaining strong security and access controls.
Secure Agentic AI for Financial Planning Practices
StackAI helps financial planning practices deploy secure agentic AI to streamline client onboarding, analyze statements and planning documents, and produce compliant, audit-ready summaries—while controlling access with SSO/RBAC and protecting sensitive data with built-in PII safeguards.
On-premise deployment
On-premise deployment
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
Templates for onboarding, compliance, and client review workflows
Templates for onboarding, compliance, and client review workflows
Templates for onboarding, compliance, and client review workflows
Templates for onboarding, compliance, and client review workflows
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
Case Studies
Trusted by Financial Services Teams, From Wealth Managers to Banks
From independent advisors to enterprise banking teams, financial planning practices use StackAI to automate research and reporting, streamline client communications, and strengthen risk and compliance workflows with secure AI agents. Explore how leading financial services organizations deliver faster insights and measurable efficiency at scale.
Case Studies
Trusted by Financial Services Teams, From Wealth Managers to Banks
From independent advisors to enterprise banking teams, financial planning practices use StackAI to automate research and reporting, streamline client communications, and strengthen risk and compliance workflows with secure AI agents. Explore how leading financial services organizations deliver faster insights and measurable efficiency at scale.
Case Studies
Trusted by Financial Services Teams, From Wealth Managers to Banks
From independent advisors to enterprise banking teams, financial planning practices use StackAI to automate research and reporting, streamline client communications, and strengthen risk and compliance workflows with secure AI agents. Explore how leading financial services organizations deliver faster insights and measurable efficiency at scale.
Wealth managers, banks, and other financial services teams use StackAI to deploy agentic workflows for research, reporting, and risk & compliance. This helps financial planning practices streamline operations, respond faster to clients, and scale advisory work without adding headcount.
Workflows used
Document classification automation
Client relations automation
Research, compliance, and reporting automation
Use Cases Collection
10+ AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
10+ AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
10+ AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Platform
Build AI Agents for Financial Planning Practices
Automate client onboarding, data gathering, plan generation, and ongoing portfolio monitoring with secure AI agents that integrate with your tools, analyze documents and accounts, and keep every recommendation accurate and auditable.
Platform
Build AI Agents for Financial Planning Practices
Automate client onboarding, data gathering, plan generation, and ongoing portfolio monitoring with secure AI agents that integrate with your tools, analyze documents and accounts, and keep every recommendation accurate and auditable.
Platform
Build AI Agents for Financial Planning Practices
Automate client onboarding, data gathering, plan generation, and ongoing portfolio monitoring with secure AI agents that integrate with your tools, analyze documents and accounts, and keep every recommendation accurate and auditable.
Workflows
Interfaces
Integrations
On-Premise
Security
Support
Workflows
Interfaces
Integrations
On-Premise
Security
Support
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
MIT
“What I liked about my experience with StackAI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop an automated assistant within minutes with the drag-and-drop interface.”
G2 Review
"StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings."
Fabien Cros
Chief data and ai officer
Ducker Carlisle
"I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly. It just goes to show how easy and intuitive the platform is to use."
Gabriel Ruiz
CTO & Director of IT Operations
UCLA Anderson
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
LifeMD
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of Business analytics
noblereach
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
EVP of Innovation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“What I liked about my experience using Stack AI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop within minutes and automatized email assitant. Tha drag and drop interface makes it very intuitive.”
G2 Review
I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.
Gabriel Ruiz
CTO & Director of IT Operations
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”
Gerard Rescigno
Chief Information Officer
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“Stack AI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowlegebases, and external services are smooth.”
G2 Review
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
EVP of Innovation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.
Gabriel Ruiz
CTO & Director of IT Operations
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”
Gerard Rescigno
Chief Information Officer
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build Agentic AI for Financial Planning Practices, Together
Book a demo to see how agentic AI can help financial planning practices automate data gathering, analyze portfolios and client documents, and deliver faster, more accurate insights at scale.
Get started
Let’s Build Agentic AI for Financial Planning Practices, Together
Book a demo to see how agentic AI can help financial planning practices automate data gathering, analyze portfolios and client documents, and deliver faster, more accurate insights at scale.
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at