Also, Vinay Mehta was appointed CTO at Smarsh, Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing and ReachStack launches AI-powered Advisor Sales Intelligence.
The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
Even as OpenAI’s GPT-4 integrates into existing applications, many advisors are heading straight to the source, buying subscriptions of the open platforms to enhance their business. Others see more profound disruptions.
The cloud-based Toggle AI features in-house machine learning and natural language processing algorithms to address "the IKEA of financial information."
Also, Orion Client Portal now connects to Redtail, Clearwater Analytics and J.P. Morgan Asset Management integrate platforms, and retirement technology platform Smart acquires ProManage.