Tag:
financial advisors
Investment and Budget Allocation
CapIntel Integrates Tax Analysis into Investment Proposal Workflow
CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related...
News
Savvy Wealth Unveils AI Platform to Transform Advisor-Led Financial Planning
Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks...
Investment and Budget Allocation
Jump and Perennial Financial Services Expand Partnership to Scale AI-Driven Advisor Operations
Jump, a leading artificial intelligence (AI) operating system for financial advisors and financial services firms, has announced an expanded partnership with Perennial Financial Services...
Investment and Budget Allocation
Emigrant Partners Invests in Mutual Group to Accelerate Growth and Platform Expansion
Emigrant Partners announced they had made a strategic minority investment in Mutual Group, the largest national platform supporting independent financial advisors and RIAs. The...
Investment and Budget Allocation
Axtella Deepens YCharts Partnership to Enhance Advisor Capabilities and Efficiency
Axtella has deepened its partnership with YCharts to offer enterprise-wide access to sophisticated research and analytics resources, a move that not only increases backing...
News
Jump Launches AI Associate to Bring Real-Time Execution to Advisor Workflows
Jump, an AI-based wealthtech firm, has revealed the debut of their newest product, AI Associate, a smart assistant that will revolutionize the financial advisors'...
Investment and Budget Allocation
Intellebox.ai and The Bear Traps Report Partner to Transform AI-Driven Investment Research Delivery
Intellebox.ai is a smart AI platform specially designed for financial advisors. It has declared a strategic partnership with The Bear Traps Report, an independent...
News
Morningstar Launches AI Assistant to Enhance Advisor Workflow
Morningstar, a leading provider of independent investment research and insights, has launched a new AI assistant embedded within Direct Advisory Suite, its flagship platform...
