Tag:
financial advisors
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...
News
Jump Launches AI Operating System to Transform Advisor Growth and Operations
Jump, a leading provider of artificial intelligence solutions for financial advisors and financial services organizations, introduced its AI Operating System for Advisors—a new platform...
Quick Byte
Praxis Solutions Launches WealthHawk to Help Financial Advisors Capture Growth Opportunities
Praxis Solutions has introduced WealthHawk, a money-in-motion intelligence platform designed to help financial advisors drive organic growth by identifying households experiencing major financial life...
Investment and Budget Allocation
Syntax Data Launches Saidee™, an AI-Powered Portfolio Development Tool for Financial Advisors
Syntax Data has unveiled Saidee™, a new artificial intelligence-powered agent and portfolio development application designed to help financial advisors build and manage customized investment...
News
Apex Fintech Solutions and Wavvest Partner to Bring AI-Driven Financial Planning to Advisors
Apex Fintech Solutions has entered into a strategic partnership with Wavvest to deliver AI-powered financial planning tools to advisors operating on Apex’s custodial infrastructure....
News
FMG Appoints Matt Newman as New Chief Revenue Officer
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, announced the appointment of Matt Newman as Chief Revenue Officer....
