Back to tools
Range

Use Range with AI Agents

range.co

AI-powered wealth management platform delivering fast, personalized, and cost-effective financial planning for businesses and individuals

Wealth ManagementOne click sign inVerified

Range is an AI-driven platform that transforms traditional wealth management by providing users with rapid, data-driven financial advice across investments, taxes, insurance, and more. It offers a flat-fee pricing model that significantly reduces costs compared to conventional percentage-based services, making financial planning more accessible and transparent. The platform accelerates access to actionable insights, delivering recommendations in hours rather than weeks, which enhances decision-making speed for businesses. Range’s holistic approach integrates multiple financial aspects into a single platform, enabling comprehensive management of wealth. This innovation democratizes financial services, allowing businesses to optimize their financial strategies efficiently and cost-effectively.

AI Agent use cases for Range

AI agents can autonomously analyze a business’s financial data on Range to generate personalized investment and tax optimization strategies, reducing the need for manual financial advisory. They can continuously monitor market conditions and update financial plans in real-time, ensuring businesses adapt quickly to changing environments. Additionally, AI agents can automate client communication by delivering customized financial reports and recommendations through the platform, enhancing client engagement and operational efficiency.

Agent Actions with Range

These are the specific actions that AI agents can perform with this tool

Find User

Retrieves detailed user information by searching with an email address within Range.

1 input