What is Xylo AI?
Client intelligence and alerts for financial advisors.
Who is Xylo AI best for?
Xylo AI is best for RIA advisors who want CRM records, emails and client texts turned into alerts and a ranked task list.
Growing advisory practices
It reads CRM records, emails, call summaries and compliant texts, so client cues do not get lost as the client list grows.
Referrals and new assets
Watchdog alerts flag referral signals, client concerns and chances to bring in more assets under management.
Personal service at scale
HeartKey profiles track each client's communication style, interests, best time to reach out and relationship health.
Advisors short on time
Top Actions ranks the day's client tasks and drafts messages in your own writing style.
How much does Xylo AI cost?
Xylo AI has no free plan: Xylo Ramp costs $99 and Xylo Core $149 per full seat per month, and Xylo Enterprise is priced on request.
- For advisors just getting started
- Bought through Xylo's sales team
- For solo advisors and advisory teams
- Bought through Xylo's sales team
Paying yearly takes up to 20% off: Xylo Ramp is $79 and Xylo Core $119 per full seat per month billed annually. Xylo Enterprise, for large organizations, is configured and priced on request. The site lists no free plan or free trial; every plan starts with a call to the sales team. Full pricing on xylo.ai. We checked these prices on .
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Questions about Xylo AI
What is Xylo AI?
Client intelligence and alerts for financial advisors.
Who is Xylo AI for?
Xylo AI is best for RIA advisors who want CRM records, emails and client texts turned into alerts and a ranked task list.
Is Xylo AI free?
No. Xylo AI lists no free plan or free trial on its site. Xylo Ramp costs $99 and Xylo Core $149 per full seat per month, or $79 and $119 billed yearly, and every plan starts with a call to Xylo's sales team.
How much does Xylo AI cost?
Xylo AI's paid plans are Xylo Ramp at $99 per full seat per month and Xylo Core at $149 per full seat per month.
Where can I try Xylo AI?
On its official website, xylo.ai.
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