Our Free AI Services

At WealthWise AI, we make advanced AI tools simple and accessible for wealth management professionals. Explore our free services designed to help you understand, test, and apply AI in your everyday workflow.

Free AI Readiness Consultation

Discover how AI can elevate your practice. Schedule a complimentary 30-minute consultation where we assess your current workflows and identify where AI can save time, enhance research, and improve client communication. You’ll receive a personalized summary of recommended tools tailored to your firm’s goals.

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AI for Advisors 101

Join our interactive live workshop for wealth managers and independent advisors. Learn how to use generative AI to automate portfolio analysis, summarize market research, and draft personalized client updates – no tech background required.

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Monthly AI Webinar Series

Each month, WealthWise AI hosts a free webinar featuring real-world use cases, tool demos, and guest experts from the finance and technology sectors. Stay ahead of industry trends and learn how top advisors integrate AI to deepen client relationships.