Vetted & Ranked
Best Vetted AI Relationship & Client Management Assistant Companies in 2026
✓ Independently vetted by the WhatiseBrokering team · Last updated July 21, 2026
Every company below passed our vetting checklist — try before you buy or a real money-back guarantee, no fine-print returns, and a human you can reach. TrustScores reflect what we actually verified, not what companies claim.
🏆 Best Choice in 2026
✓ Moments
✓ VettedAI that watches your email, calendar and CRM to flag cooling client relationships and draft the follow-up.
Why we like them
✓Free plan available; paid tiers from $9–$99/month based on monthly credits
✓No credit card required to start
✓Includes prebuilt agents (morning brief, inbox triage, meeting prep, follow-ups) plus custom agents on Pro plans
What we verified
—Money-back guarantee verified
✓Free trial available
—Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
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