FriedmannAI is a next-generation AI Financial Planning Software. It helps financial advisors and wealth firms generate compliant, client-ready financial plans in minutes — integrating tax logic, retirement modeling, and estate strategies with advanced automation and data security. Designed for Canadian regulations, FriedmannAI combines the precision of planning with the intelligence of AI to redefine modern financial advice.
Address
407 Iroquois shore rd unit 8, Oakville, Ontario L6H 1M3, Canada
Website
- Partner types
- Independent Software Vendor (ISV)
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