{"status":"insufficient_data","category":{"id":"9a862157-c565-4fd0-93d1-400df8da66de","slug":"ai-tools-for-financial-advisors","label":"AI tools for financial advisors"},"window":{"weeks":4,"from":"2026-09-06T23:59:59.999Z","to":"2026-10-04T23:59:59.999Z","prior_from":"2026-08-09T23:59:59.999Z"},"measured_through":"2026-10-04","frozen":true,"sample_size":0,"prior_sample_size":28,"independent_sample_size":0,"prior_independent_sample_size":28,"min_sample":20,"engine_samples":{"gemini":{"runs":0,"last_run_at":"2026-08-29T06:35:06.237867+00:00"},"openai":{"runs":0,"last_run_at":"2026-08-29T06:34:53.841262+00:00"},"anthropic":{"runs":0,"last_run_at":"2026-08-30T06:00:57.274678+00:00"},"perplexity":{"runs":0,"last_run_at":"2026-08-29T06:34:41.618724+00:00"}},"volatility":{"score":null},"integrity":null,"entries":[],"methodology_url":"https://www.orbator.io/ai-index/methodology","license":"Free to use with attribution to orbator.io","editorial":[{"id":"ebdd6202-901f-476c-b6e5-423e7a9b57b2","section":"how_to_choose","body_md":"Buyer prompts in this window split across seven questions, from picking a tool for client reporting to comparing options for independent advisors against large advisory firms. The intent with the most runs is a tie. Best-in-category questions ran 10 times, and Jump led them at 80% with 8 mentions. Problem-solving questions also ran 10 times, covering meeting prep and explaining complex financial topics to clients, and no product led them. Recommendation prompts about automating client portfolio reports ran 5 times, and Orion led every one of them at 100% with 5 mentions. Comparison prompts ran 5 times, with Jump and Zocks both at 80%. Alternatives prompts ran 5 times, with Holistiplan and RightCapital both at 40%. No product in the top five carries a pricing fact in this snapshot, so shortlist on the task you are buying for rather than on measured cost.","window_to":"2026-09-05","review_status":"generated","generated_at":"2026-09-05T16:55:48.620Z"},{"id":"d84304b7-effc-4a85-8f01-d04410810b91","section":"top_products","body_md":"Jump ranks first with a recommendation share of 37.1% of 35 sampled answers in the 4-week window to 2026-09-05. Its mention breakdown splits into 8 recommended and 5 listed, with 6 in context. It was named first among recommendations in 61.5% of the runs that mentioned it. Engine spread runs from 42.9% of Gemini's 7 answers and 42.9% of ChatGPT's 7 answers down to 28.6% of Perplexity's 7 answers.\n\nOrion ranks second at 34.3% of 35 sampled answers in the same window, with 7 recommended and 5 listed. It is the widest engine split in the top two, from 50% of Claude's 14 answers down to 14.3% of ChatGPT's 7 answers.\n\nZocks ranks third, also at 34.3% of 35 sampled answers, with 5 recommended and 7 listed. Its highest engine shares are 42.9% of Gemini's 7 answers and 42.9% of ChatGPT's 7 answers, its lowest 28.6% of Claude's 14 answers.\n\nRightCapital ranks fourth at 25.7% of 35 sampled answers, with 1 recommended against 8 listed. It reached 57.1% of Gemini's 7 answers and 0% of ChatGPT's 7 answers.\n\nHolistiplan ranks fifth at 22.9% of 35 sampled answers, with 4 recommended and 4 listed. Its range runs from 42.9% of Gemini's 7 answers and 42.9% of Perplexity's 7 answers to 0% of ChatGPT's 7 answers.","window_to":"2026-09-05","review_status":"generated","generated_at":"2026-09-05T16:55:48.625Z"},{"id":"8c1bb22e-e19f-4493-9185-085b107ab670","section":"engine_disagreement","body_md":"The four engines each recommended a different product most among the top five. Claude, across 14 answers, recommended Orion most. Gemini, across 7 answers, recommended RightCapital most. ChatGPT, across 7 answers, recommended Jump most. Perplexity, across 7 answers, recommended Holistiplan most. No product carried the category across all four.\n\nRightCapital shows the widest gap between engines. It reached 57.1% of Gemini's 7 answers and 0% of ChatGPT's 7 answers, a spread of 57.1 points. Holistiplan is the other split case, at 42.9% of Gemini's 7 answers and 42.9% of Perplexity's 7 answers against 0% of ChatGPT's 7 answers. A shortlist built from one assistant would look different from a shortlist built from another in this category.","window_to":"2026-09-05","review_status":"generated","generated_at":"2026-09-05T16:55:48.628Z"},{"id":"74b07ece-4fb7-4bba-bd8c-0da1d08e2774","section":"what_moved","body_md":"This is the first measured window on record for AI tools for financial advisors. It runs 2026-08-08 to 2026-09-05, 28 days, and covers 35 sampled answers across four engines. There is no prior window to compare against, so no product entered or left the top ten and no share change can be reported yet.\n\nJump leads the window at 37.1% of 35 sampled answers. Orion and Zocks follow, both at 34.3% of 35 sampled answers. RightCapital sits at 25.7% and Holistiplan at 22.9% of the same 35 answers. The confidence intervals are wide at this sample size. Jump ranges from 23.2 to 53.7, and the gap between rank 1 and rank 5 sits inside overlapping intervals. Treat the order as provisional until a second window is measured.","window_to":"2026-09-05","review_status":"generated","generated_at":"2026-09-05T16:55:48.631Z"}]}