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.
- Industries
- Banking
- Insurance
- Financial services
- Topics
- AI and ML
- Automation
- Business operations
- Industry-related topics
- Services
- Deployment types
- SaaS
- On-premises
- Languages supported
- English
- Regions and countries supported
- Americas - Canada
Instantly generate compliant, client-ready financial plans powered by AI — reducing manual work and allowing advisors to focus on client relationships
Ensure every plan aligns with CRA and FP Canada standards through deterministic tax logic and automated audit-ready documentation.
Developed in collaboration with IBM, FriedmannAI delivers enterprise-grade security, speed, and scalability.
Create complete, advisor-grade financial plans in minutes using advanced AI automation, personalized logic, and dynamic scenario modeling.
Automatically integrates CRA tax rules, provincial brackets, and compliance frameworks to ensure every recommendation meets regulatory standards.
Powered by IBM Cloud infrastructure and AI orchestration, delivering secure, scalable, and low-latency performance for advisors and large wealth firms
FriedmannAI first launch video.
Information about the companies and solutions listed in this directory is provided by each company and is not validated by IBM unless otherwise noted.