Tag:
Investment Research
Investment and Budget Allocation
YCharts Launches Specialized ‘Y’ AI Agent to Automate Critical Wealth Management Workflows
Investment research and client engagement platform YCharts has officially launched Y, a specialized AI agent purpose-built to transform end-to-end workflows for financial advisors and...
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...
Performance Metrics and Analytics
ING Deploys Behavox Pathfinder to Elevate Front-Office Investment Research with AI
ING has selected Behavox Pathfinder Investment Research to deliver AI-powered, high-impact financial insights directly to its FICC front-office teams, strengthening the bank’s strategy to...
Investment and Budget Allocation
Boosted.ai Unveils Advanced Alfa Platform to Supercharge Investment Research with Agentic AI
Boosted.ai, a pioneer in AI-driven investment research, has launched an enhanced version of Alfa, its next-generation agentic AI platform designed to transform how asset...
