Solution introduction
Hire AI Wealth Agents
Automate research, portfolio reporting, and proposal generation with intelligent AI autonomous assistants that work securely alongside your advisers. 24/7 and integrated with your existing systems
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 & Deep Search
Instant deliverables
Produces branded outputs following your guidelines
- Reads brand book
- Follows business rules
- Generates compliant reports
