Last Updated on April 18, 2023 by John Prendergast
Wealth management involves complex financial concepts and terminology that can be overwhelming for clients. That combined with even an ‘easy to use’ software can be a challenge for both advisors and clients. An AI-powered natural language software interface simplifies these concepts allowing users to just ask a question. Software is finally ready to deliver on the promise of asking a simple question and getting a simple answer. Read more about how that’s happening.
See the full article in Advisor Perspectives
Also published on Medium.