--- description: Review of JIFFYAI Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: JIFFYAI | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [RPA Software](/directory/4341/robotic-process-automation/software) > [JIFFYAI](/software/329177/jiffyrpa) # JIFFYAI Canonical: https://www.softwareadvice.com.au/software/329177/jiffyrpa > JIFFYAI is a leading WealthTech company helping financial institutions modernize operations, elevate advisor productivity, and deliver stronger client experiences through AI-powered solutions, workflow automation, and unified data infrastructure. Built specifically for wealth management, JIFFYAI serves Registered Investment Advisors (RIAs), Broker-Dealers, Banks, Credit Unions, Family Offices, and enterprise financial institutions seeking scalable growth and operational excellence. The JIFFYAI platform is designed to improve the full advisor and client lifecycle, from prospecting and onboarding to servicing, engagement, reporting, and long-term relationship management. Instead of relying on disconnected systems, manual processes, and fragmented data, firms can operate from one intelligent ecosystem built for speed, control, and growth. Unified Onboarding is one of JIFFYAI’s flagship solutions. It transforms the account opening experience by replacing paper-heavy and multi-system processes with a single digital workflow. Advisors and operations teams can open accounts across custodians, products, and registration types through a guided experience that dynamically adapts based on user inputs. The platform can prefill data from CRM and internal systems, validate information in real time, highlight missing fields, reduce NIGOs, generate required documents automatically, and coordinate e-signature workflows in one seamless experience. This helps firms accelerate revenue generation, improve advisor satisfaction, and create a stronger first impression for new clients. Account Servicing extends the same intelligence beyond onboarding. Financial firms can digitize and automate common requests such as beneficiary changes, account maintenance, money movement, transfers, document collection, and other operational tasks. Instead of depending on emails, PDFs, spreadsheets, and manual review queues, teams can use guided workflows, automated validations, configurable rules, approvals, and real-time status visibility. The result is faster turnaround times, fewer errors, improved compliance, and a more responsive service model for clients and advisors. Advisor Desktop gives advisors and support teams a modern unified workspace that brings together the tools and data they need in one place. Rather than switching between multiple applications, users gain access to household relationships, account details, tasks, service requests, documents, notes, opportunities, and workflow alerts through a centralized experience. By reducing swivel-chair operations and surfacing insights in context, Advisor Desktop helps increase productivity and allows advisors to focus more on client relationships and growth. AI Companion represents the next generation of intelligent advisor enablement. This AI-powered assistant helps firms across meetings, planning, onboarding, servicing, and daily operations. It can summarize conversations, capture action items, surface next-best actions, answer questions using approved internal knowledge, assist with workflows, and help teams move faster with confidence. AI Companion is designed to enhance human expertise, not replace it, enabling teams to deliver more personalized and timely experiences at scale. Data Warehouse and data unification capabilities provide the foundation for the platform. JIFFYAI helps firms consolidate information from custodians, CRMs, portfolio systems, planning tools, and internal applications into a connected data layer. With cleaner and more accessible data, firms can improve reporting, power analytics, strengthen decision-making, personalize outreach, and create a more consistent experience across teams and channels. Built on a flexible AI-powered platform, JIFFYAI enables firms to adapt quickly as business needs evolve. Wealth management firms can launch new workflows, configure processes, integrate systems, and scale operations without lengthy development cycles. > > Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 5 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 3.5/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: JIFFY.ai - **Founded**: 2018 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: Contact vendor for pricing details - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - AI/Machine Learning - API - Access Controls/Permissions - Attended Automation - Business Process Automation - CRM - Calendar Management - Code-free Development - Configurable Workflow - Data Capture and Transfer - Data Extraction - Data Import/Export - Data Visualization - Document Management - Forms Automation - Forms Management - Generative AI - Graphical Workflow Editor - Image Recognition - Integration into Third Party Applications ## Integrations (21 total) - Addepar - Box - Docusign - Envestnet | MoneyGuide - Envestnet | Tamarac - Envestnet | Yodlee - Fidelity - Fiserv - Gmail - HubSpot CRM - Microsoft Access - Orion - Plaid - Practifi - Redtail CRM ... and 6 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [RPA Software](https://www.softwareadvice.com.au/directory/4341/robotic-process-automation/software) ## Related Categories - [RPA Software](https://www.softwareadvice.com.au/directory/4341/robotic-process-automation/software) - [Business Process Management Software](https://www.softwareadvice.com.au/directory/4351/bpm/software) ## Alternatives 1. [Aiwozo](https://www.softwareadvice.com.au/software/209131/alwozo) — 4.3/5 (93 reviews) 2. [Microsoft Power Automate](https://www.softwareadvice.com.au/software/399464/microsoft-power-automate) — 4.4/5 (236 reviews) 3. [UiPath](https://www.softwareadvice.com.au/software/159874/uipath) — 4.6/5 (721 reviews) 4. [Automation Anywhere](https://www.softwareadvice.com.au/software/145315/automation-anywhere) — 4.4/5 (194 reviews) 5. [Navigation RPA](https://www.softwareadvice.com.au/software/450054/Navigation-RPA) — 4.8/5 (5 reviews) ## Reviews ### "Jiffy Review" — 5.0/5 > **FAIS** | *10 February 2021* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: I used jiffy for 10 days and I used many functions. I felt it's a nice tool for developing the robotic process automation that there are many predifined functions and many inbuilt functionalities. The web automation section i liked most > > **Cons**: Apart from that i need to request you that please update your documentation of jiffy as per the new update > > Overall experience about jiffy is excellent that there is a good support from jiffy for any problem ----- ### "Best RPA Tool" — 5.0/5 > **Ratheesh** | *2 August 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The designers of the jiffy platform needed a big appreciation, The UI UX design was awesome it is makes all simple and interactive. > > **Cons**: Nodes are too less also the functionalities.. So want to write custom functions to do a particular task, hence it makes some uneasiness. > > Jiffy platform is wonderful for a RPA Project whereas it provides many functionalities, here I would like to suggest the jiffy needs a chat support that makes the doubts clears at immediately, Nowadays we want to wait for the reply from the support and it takes too much time. So when the chat support is enabled we can avoid the wastage of time to get the reply from the support. ----- ### "Jiify Tool" — 4.0/5 > **Done** | *2 March 2022* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: Features of Jiffy like excel, Dataset, Web > > **Cons**: Image recognition which have less occupancy ----- ### "Review from trainee" — 5.0/5 > **Haritha** | *16 August 2022* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: Doing the process using bot and connecting each nodes and executing gives full satisfaction when it get success > > **Cons**: Undo or redo is not that easy it takes time to familiarize > > Somewhat tough initially ----- ### "Amazing Product\!\!" — 5.0/5 > **Yash** | *6 October 2022* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Ease of use, problem solver, great training > > **Cons**: Not applicable as there is nothing to dislike about a software, it all comes together with the effort one puts in. > > Amazing\!\!\! ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/329177/jiffyrpa) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data