kitio.aiAdded Oct 29, 2026
Xylo
From $99/moClient intelligence platform for financial advisors
What is Xylo?
Xylo analyzes emails, call summaries, CRM data and compliant texts from a financial advisory practice to surface client needs, risks and opportunities. It is aimed at RIAs and advisor teams that want a prioritized task list instead of digging through notes.
It captures data from your CRM, emails and calls, processes it into behavioral insights and risk or opportunity signals, then builds a prioritized task list. Features named on the site include Top Actions, Watchdog and HeartKey, and integration partners are listed.
Pricing is per full seat: Ramp for those getting started, Core for solo advisors and teams, and custom Enterprise packages. Annual billing saves up to 20%.
Features
- Client interaction analysis
- Risk and opportunity signals
- Prioritized task list
- CRM and email sync
- Compliant texting
Tags
Releases
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Organization
Xylo
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Paid
- Paid options from
- $99/mo
- Billing frequency
- Monthly
Xylo plans
Xylo Ramp
$99/mo
- Per full seat
- For advisors just getting started
Xylo Core
$149/mo
- Per full seat
- For solo advisors and teams
Xylo Enterprise
Custom
- For large organizations
- Configured to your needs
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Xylo site.Official pricing
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Pros and cons
Pros
- Turns client conversations into tasks
- Pulls from CRM, email and calls
- Public per-seat pricing
Cons
- Per-seat pricing adds up for teams
- Built specifically for financial advisors
- A demo is needed to see it
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Q&A
What is Xylo?
Xylo analyzes emails, call summaries, CRM data and compliant texts from a financial advisory practice to surface client needs, risks and opportunities. It is aimed at RIAs and advisor teams that want a prioritized task list instead of digging through notes.
What data does Xylo use?
It syncs CRM data, emails, call summaries and compliant texting to build client insights.
Who is Xylo for?
It is aimed at registered investment advisors, from solo advisors to larger organizations.
How much does Xylo cost?
Xylo is paid, with paid plans from $99/mo.
Is there a free version of Xylo?
No. Xylo is a paid tool.
What are the main features of Xylo?
Client interaction analysis, Risk and opportunity signals, Prioritized task list, CRM and email sync, Compliant texting.
Who makes Xylo?
Xylo is made by Xylo.
What are the best alternatives to Xylo?
Popular alternatives include Bloks, Voyado, Lofty.