Our AI assistant is built upon the most advanced LLM and specialized domain knowledge. She is capable of tackling multi tasks and multi faceted workflows ranging from client support, internal research and analysis, tax return analysis, client's data gathering to generating comprehensive financial plans for advisors to review. She is available for you 24/7 and never quits.

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HIVE AI

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<p><span style="color: rgb(0, 0, 0);">HIVE offers AI tools for tax and financial planners to help them better serve their customers. Our AI financial planner assistant&nbsp;is a cutting-edge solution that is designed to gather the client’s information and understand goals and generate comprehensive financial plans for financial advisors to review.&nbsp;This tool will save financial advisors at least 50% of their time in producing and delivering comprehensive financial plans. Our AI client support assistant is to help clients with their tax and financial planning questions and inquiries, provide education and training on the client’s financial wellbeing 24/7!</span></p>

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The client support assistant and financial planning assistant are great! The products are very easy to navigate. The AI responses are accurate and up to date.

The financial planning assistant is truly a game changer for tax and financial planning practitioners who intend to scale their business.

The financial planning assistant tool is great to gather the cleint's information and prepare a baseline report for me to review. It could be a great upsell marketing tool for me too as my clients can access the engagement questionaire and explore the areas of opportuntiy where I can add value to their tax savings and overall financial wellbeing.

I'm truly impressed with these AI products and look forward to using them in my practice!

Jeffrey F. Orr, CPA

I have thoroughly tested Hive's AI financial planning and client support assistants. I also compare them with other AI platforms. I have found that both tools are very easy to navigate. Both tools incorporate the valuable workflows for tax and financial planning professionals and their clients. The responses were fast and mostly accurate and updated. You could also ask additional follow up questions and all your questions and answers are saved so you can go back and review and refer to them later. The financial plan generated by the AI assistant requires 0 effort from the financial planner and the plan is comprehensive and personalized. It even includes some topics I haven't thought of!

I intend to continue using Hive's tax and financial AI platforms this tax season. I will use it when I need to explain a tax issue to a client or need to clarify a tax topic. The HIVE AI explanation is clear concise, easy to read and understand.

Homa Moaddel, MST, EA Tax Associate

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Transform the way tax and financial planners serve their client’s needs!

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