AdvisoryAI
Transforming the advisory landscape, this wealth management software empowers financial professionals to automate advisory documents in just five minutes. With AI assistants like Evie and Emma, it seamlessly generates tailored reports, meeting notes, and email summaries while ensuring data security through end-to-end encryption. This solution enhances productivity and client engagement.
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Top AdvisoryAI Features
- Automated advisory document generation
- Advanced dialect detection
- Vulnerability identification capabilities
- Custom suitability report creation
- Tailored communication style emulation
- Meeting notes summarization tool
- Secure end-to-end encryption
- AWS data storage compliance
- Support for multiple file formats
- Workflow integration with existing systems
- Rapid email summary generation
- Automated annual review reports
- Financial planning document automation
- Custom-designed report templates
- AI co-pilot for productivity
- Real-time fact find updates
- Comprehensive data analysis transformations
- User-friendly interface for advisers
- Streamlined client communication workflow
- Award-winning technology solution
