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.
Dynasty’s former COO will join as president of Advisor Group RIA Solutions after leaving the firm he co-founded in 2010.
SIFA was built specifically to automate ongoing communications between advisors and their clients.
Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.
Alkymi works to use artificial intelligence to improve enterprise business workflows.
Vianai’s latest excavation is hila, touting it as the “first AI-powered chat assistant” for financial professionals.
The cloud-based Toggle AI features in-house machine learning and natural language processing algorithms to address "the IKEA of financial information."
