Apr 30 (edited) in AI-AdvisorTech
AI Tools for Advisors (aka AI-AdvisorTech)
Clearly there are a lot of interesting things going on in this space. But who are the advisors and firms that are adding these to their daily workflows?
Maybe its you! If so, love to hear your experience in the comments below:
AI meeting bots:
Document Upload Analysis:
Content Generation:
Prospecting Tools:
- Wealthfeed promo code “proadvisorsuite” for 10% discount
- FINNY
- Catchlight
- Cashmere AI
- aidentified
CRM bot:
Paraplanner assistant:
Investment Data/Analytics:
Compliance:
Lead Gen:
7
12 comments
AI Tools for Advisors (aka AI-AdvisorTech)
skool.com/proadvisorsuite-8887
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