Utilizing AI in this process saves an Advisor hours of administrative work per client.
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Whether it be a quarterly check-in or prospect analysis, our platform is built to easily see areas of strength and areas of concern.
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Wonder why Fees are so high? Ask Intelligent Advisor what holdings are causing it. Need to see the top and worst performing securities last quarter? Quickly get the answer all in client-friendly language.
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White-labeled to your firm standards so you can incorporate it into your client meetings.Easily toggle between the level of detail you would like to show.
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