GPTadvisor
HQ Address
Conde Salvatierra de Alava 30, 46004 Valencia, Spain
Website Address
Business introduction
GPTadvisor is an AI-native startup founded in 2023 with the mission of harnessing the power of generative AI to transform the wealth management industry
The founding team previously spearheaded the Digital Business at Allfunds, playing a key role in its successful IPO in 2021. Drawing from this expertise, GPTadvisor was established with a clear objective: to enhance productivity in wealth management while maintaining trust and confidence
GPTadvisor’s advanced AI platform is designed to boost efficiency and elevate client engagement through tools tailored specifically to the unique needs of the wealth management sector. These needs are addressed through three core functions:
- Financial Product Information
- Portfolio Analysis
- Advisory Services
With GPTadvisor, wealth managers can seamlessly integrate generative AI into their operations, unlocking new levels of productivity and delivering exceptional client experiences.
GPTadvisor Solutions
GPTadvisor
Seamlessly integrated with your systems Connect to your internal knowledge and third-party providers through our secure Trust Layer Advisor delegates task Give commands naturally via chat or email: "Generate a portfolio report for my client Charles Webb" AI retrieves and analyzes Connects to authorized sources via secure APIs and MCPs Internal knowledge bases Third-party integrations GPTadvisor proprietary sources Internet......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
