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Cognicor

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(3)4.7/5

CogniCor's Advisor Copilot is the Intelligence and Agentic Automation workflow layer for wealth management firms. Going beyond Note taking and Account opening, CogniCor's vision is to leverage data from meeting notes, CRM, financial plan, portfolios, tax and estate plans, and custodial data into one contextual intelligence platform that empowers growth for Advisors. With integrations to leading custodians, CogniCor provides automation of workflows such as account opening and account maintenance CogniCor is built with robust enterprise security with encryption, RBAC, SSO/SAML, and audit logging and regulator recommended governance standards for regulated institutions Why CogniCor? Most AI tools tell advisors what happened. CogniCor tells them what to do next — trusted by Fortune 500 broker-dealers, banks, insurers, and RIAs to scale advisor growth with secure, enterprise-grade AI. Multiple times winner of wealth management.com's Wealthies awards for category leading AI solution.

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