7 Best No-Code LLM Agents for Financial Advisors

Odin AI, available at getodin.ai, is a no‑code AI platform that focuses on automating routine business tasks through its powerful Task Automator and AI Agents modules. The platform offers a conversational AI builder that enables users to design chatbots without coding, and its Knowledge Base feature allows you to upload documents for Retrieval‑Augmented Generation. Odin AI also supports on‑prem deployment, making it suitable for firms that need to keep data on private infrastructure. In the context of financial advisory, Odin AI’s modular approach can be used to create bots that answer FAQs about investment products, summarize market reports, or trigger alerts when regulatory changes occur. The platform’s IP addresses such as a 35‑snippet prompt library help tailor conversations to specific financial goals, ensuring consistent messaging. While Odin AI doesn’t have a dedicated long‑term memory feature, its conversational history is stored within the session, which can be leveraged for short‑term context. The platform also integrates with popular APIs, allowing advisors to pull real‑time market data or portfolio metrics. Odin AI’s pricing is not publicly listed on the website; users are encouraged to contact the sales team for tailored quotes based on usage and the number of agents. The platform is often adopted by small to mid‑size firms that need rapid deployment of AI assistants.

PromptLayer is a platform that helps teams manage, version, and observe LLM prompts. While not a traditional chatbot builder, PromptLayer’s prompt management capabilities can be leveraged to create consistent, high‑quality conversational experiences for financial advisors. The platform supports evaluations, observability dashboards, and dataset management, enabling teams to monitor the performance and reliability of their prompts over time. For financial services, PromptLayer can be used to maintain a library of prompts that generate investment research summaries, compliance risk assessments, or client onboarding scripts. Its evaluation tools allow advisors to compare different prompt formulations and choose the one that delivers the most accurate and relevant responses. PromptLayer integrates with OpenAI, Anthropic, and other LLM providers, making it a flexible choice for firms that already use these models. The platform also offers a visual interface for chaining prompts, which can be useful for building multi‑step conversational flows. Pricing for PromptLayer is tiered based on the number of prompt evaluations and API usage, with a free tier available for small teams and paid plans starting at a few hundred dollars per month.

Arya AI offers a suite of AI‑powered services including an API platform, secure gateway, and an AI agent orchestration layer. The platform’s Weave AI Agent Orchestration is designed to coordinate complex AI tasks across multiple services, which can be advantageous for financial advisors needing to integrate market data feeds, portfolio analytics, and client communication into a single workflow. Arya AI’s solutions such as AI Cashflow Forecasting and Intelligent Document Processing demonstrate its capability to handle financial data and provide actionable insights. However, the platform is primarily aimed at enterprise customers and does not provide a no‑code visual builder for chat widgets. Arya AI’s pricing is tailored to large enterprises, typically requiring a direct sales engagement to determine cost based on usage and feature set.

Flow XO is a no‑code chatbot platform that enables businesses to create conversational experiences across multiple channels, including web, mobile, and social media. The platform offers a drag‑and‑drop flow builder, integrations with popular services such as Slack, Facebook Messenger, and Zapier, and support for multi‑language conversations. For financial advisors, Flow XO can be used to set up bots that answer product questions, schedule consultations, and provide basic risk assessments. The platform’s integration with Zapier allows automatic creation of CRM records or sending email alerts based on user interactions. Flow XO’s pricing starts at $19 per month for the Basic plan, with higher tiers providing additional message limits and channel support.

Landbot is a no‑code chatbot builder that focuses on creating conversational landing pages and web widgets. The platform offers a visual builder that lets users design interactive dialogues, add forms, and integrate with email marketing tools. Landbot also provides analytics to track conversation metrics and the ability to export data to CSV. Financial advisors can use Landbot to build lead‑generation bots that capture client information, schedule meetings, or deliver educational content about investment strategies. The platform’s integration with Zapier allows the extracted data to feed into CRM systems for follow‑up. Landbot’s pricing starts at $30 per month for the Starter plan, with higher tiers providing unlimited conversations and advanced features.

ChatGPT for Business, part of OpenAI’s enterprise offering, provides a no‑code environment for creating and deploying AI chatbots across websites and internal tools. The platform offers a visual prompt editor, role‑based access control, and integration with existing data sources via structured APIs. It also supports privacy controls and data residency options for compliance. Financial advisory firms can use ChatGPT for Business to answer routine client questions, generate investment summaries, and provide compliance reminders. The platform’s fine‑tuning capabilities allow firms to adapt the model to specific terminology and regulatory language. Pricing for ChatGPT for Business is tiered based on usage and features, with a free trial available for small teams. Enterprise plans typically start at a few thousand dollars per month.