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CogniCor Copilot for Financial Advisors

By CogniCor Technologies Inc

Work smarter, serve better: AI to supercharge financial advisors

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Industries
Financial Services
Requires
None

CogniCor Advisor Copilot is a next-generation AI companion platform purpose-built to support financial advisors and their teams by embedding intelligence directly into their day-to-day workflows without leaving the advisor’s existing CRM.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise

App Details

Version
Cognicor Copilot/1.20 1.20.0
Listed On
09/30/2025
Latest Release
08/17/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/25/2025

Additional Details

CogniCor Advisor Copilot for Salesforce AI-Powered Productivity for Financial Advisors CogniCor Advisor Copilot is an AI-driven platform embedded directly into advisors’ CRMs, purpose-built to streamline workflows, automate compliance, and elevate client service—all from a unified interface. Purpose-Built for Financial Advisors & Teams • Embedded seamlessly into Salesforce and other CRM platforms • Designed to reduce administrative burden and enhance productivity • Ideal for RIAs, wealth management firms, and advisory teams

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CogniCor Technologies Inc

Palo Alto

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