AI knows neither your clients nor their goals. It takes the meeting notes, formats the wealth review, lays two policies out in a table, and finds a tax provision. The advice, its suitability for the client, and the signature stay yours.
AI helps financial advisors with tasks such as “Compare the fees on two life insurance policies,” “Keep a record of the discovery meeting,” and “Write the wealth review.” Start with a single task, in Gemini Notebook: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Gemini Notebook · “Studio” panel, “Data Table”
TodayEntry fees, management fees, switching fees, options: everything is scattered across eighty pages of terms and conditions.
With Gemini NotebookA comparison table of the two policies, where every number points to its page.
Granola · “Enhanced” tab
TodayFor two hours, the client talks about their family, their assets, and their fears. You listen or you take notes, rarely both.
With GranolaDiscovery meeting notes organized by section, with the missing information and the documents to request.
Claude · Projects
TodayThe analysis is done, but turning it into thirty clear pages for the client takes days.
With ClaudeA formatted wealth review in a Word file, with the findings written up and your analyses left to complete.
Also
An answer in plain English, with the articles and rulings to open and verify.
Perplexity · Research
A sourced report on the measure, its effective date, and the client profiles to contact.
Napkin AI · “Generate Visual”
A three-stage diagram, to insert in the report or show in a meeting.
Claude · Excel file, in the conversation
An Excel file with three tabs: assumptions, year-by-year calculation, gap between the two scenarios.
A structured draft suitability statement, to check, complete, and sign.
A measured reply, with no promises, that leads to a meeting.
What to check
Work from the current version of the documents and check each cell against the text. The table does not say which policy fits: that depends on the client, and it is your advice.
Compare the fees on two life insurance policiesGemini Notebook · “Studio” panel, “Data Table”The prompt to copy
Compare the two policies in this notebook in a table, one row per criterion: entry fees, management fees on the euro fund and on unit-linked funds, switching fees, fees for managed options, number of funds, management options, minimum deposit, withdrawal and policy loan conditions, death benefits. For each cell, cite the document and the page. Write “not found” when the document does not say. Then list the five differences that matter most for [a 55-year-old client preparing for retirement]. Do not recommend either policy.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the wealth review
In your jobCompare the fees on two life insurance policies
In your jobReply to a client worried about a market drop
In your jobKeep a record of the discovery meeting
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
It formats a wealth review from your notes, builds an Excel projection file with visible formulas, and drafts the reply to a worried client.
Recommended planFree to try, with no client data. For the firm: Team, $25 per user per month ($20 if billed yearly)
One notebook per policy or per fund: terms and conditions, key information document, annual report. It lays the fees out in a table and shows the page.
Recommended planFree: 100 notebooks, 50 sources per notebook, 50 questions per day
It takes the notes for the discovery meeting with no bot on the call. You listen to the client, and the written record is ready at the end.
Recommended planBasic, $0
A legal or tax question asked in plain language, and an answer with the articles and rulings to open. The vendor is French and hosts the data in France.
Recommended planOrdalie, €0 per user per month: 10 questions per week. For daily use: Ordalie PRO, €75 excl. tax per user per month
A measure in the annual finance law, a new ceiling: it reviews the topic with the official sources, to open one by one.
Recommended planFree to start. Then Pro, $20 per month (€22 on the French App Store)
You paste four sentences about split ownership or a gift: it turns them into a diagram to show the client.
Recommended planFree, $0: 500 credits per week. Plus, $9 per user per month, to remove the Napkin branding from visuals
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Gemini Notebook, Granola, Ordalie, Perplexity, and Napkin AI. All of them can be used for free to get started.
It formats a wealth review from your notes, builds an Excel projection file with visible formulas, and drafts the reply to a worried client. The plan to choose: Free to try, with no client data. For the firm: Team, $25 per user per month ($20 if billed yearly).
With “Compare the fees on two life insurance policies,” in Gemini Notebook (“Studio” panel, “Data Table”). Allow 20 minutes the first time. A comparison table of the two policies, where every number points to its page.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.