AdvisorX AI

Michael Reynolds, CFP® on how he uses AdvisorX AI to save almost 95% of time every week on client communications. This case study was particularly interesting: ❇ Michael talks about how adding custom data sources that are industry-specific is a HUGE deal. It helps advisors narrow the AI's focus. ❇ Of course, adapting to the advisor's writing style is another big time-saver. ❇ Finally, and most importantly it frees him up to spend time with clients! BIG BIG DEAL. That final point was personally rewarding for me because it's right in-line with our mission to help advisors automate administrative tasks with AI. And focus more on serving clients. #wealthmanagement #artificialintelligence

❇ And just like that, we're officially on the tech map at Kitces.com as a solution provider for advisors. - A tiny milestone, but makes the journey all the more worthwhile to be associated with Michael's work for the wealth management community. #artificialintelligence #wealthtech

❇ Why I love serving solo RIAs like Andrew Tapparo, MSF, RICP®: - We get to put AdvisorX AI to the mettle and see if it can impact the bottom line of solo practices because they don't have to hire expensive agencies anymore. - I can get creative with AI personas and fine-tune them for specific use cases unique to a firm like Andy's. - Helping advisors like Andy save 5-10 hours per week is incredibly rewarding. - One of the personas we built was a stock analyst specializing in ETFs unique to Andy's use case. Use cases like this help a specialized company like ours get extra personalized. #wealthadvisors #wealthmanagement #artificialintelligence

❇ So, why do advisors from a Series B funded modern wealth management firm like Farther use AdvisorX AI when there are a plethora of AI tools available? We didn't script this. Erik Allison generously offered to be a case study for us as we plan on raising capital soon and we spontaneously recorded this. No big sell here. Just an advisor telling his story. #wealthmanagement #artificialintelligence

Hyper-personalization without baked-in compliance is why generic chatbots and GPT wrappers are a tricky alternative for fiduciary advisors..

Sam Altman was recently quoted as saying, "95% of marketing tasks will be automated with AI." This was trending on LinkedIn for a few days, and for a good reason. Here's how we envision AdvisorX AI in a GPT-5 world: We move from "AI augmenting knowledge workers" to AI getting the job done! This will enable solo RIAs and smaller firms to scale with the same marketing resources as a Carson Wealth or Mercer Advisors. Paul Roetzer and Mike Kaput - We're going to roll with this vision for wealth management and financial services, thanks to you both for doubling down on this quote and expanding vision!

For those of you who watch Netflix documentaries you may have seen Karthik Lakshmanan in action with Barack Obama. But....that's not what impressed US when we asked him to join our technical advisory board at AdvisorX AI Karthik has a long history of solving complex robotics and machine learning problems for some of the most transformative companies in the World like Zipline and Uber. Here's a caveat: robotics will most likely spearhead the next wave in AI, as we saw in the most recent Figure demo with OpenAI, as the world prepares for a new wave of autonomous AI or AGI. We think Karthik will be invaluable in bringing his experience of solving hard AI problems to an industry like wealth management and financial services, enabling our company to build a truly defensible company with a vision to move beyond task-based AI to action-based AI. Welcome Karthik!

Advisors, for your weekend reading! I've talked to many advisors who complain about ChatGPT Plus's generic robotic writing style. While ChatGPT is an excellent brainstorming tool, it isn't a helpful writing tool for advisor content. #artificialintelligence #wealthmanagement

We received a brief mention in the press even before going live, validating the need for branded, complaint, and truly customized client communications and how AI will transform the marketing landscape as we know it. #advisortech #artificialintelligence

This pre-launch demo video shows how advisors can leverage AdvisorX to create compliant and personalized market content to educate clients at scale. How is AdvisorX AI different from other AI writing tools, such as ChatGPT Plus, Perplexity, and others? The answer is complex, but we'll try to keep it simple: - Choose from a variety of AI models for different content types. - Add customized web enrichment from web sources you trust. - Filtered SEC/FINRA marketing compliance. - Firm personalization. - Humanize feature that makes your AI sound like your writing style. - Multi-modal [product roadmap] - create images and videos that compliment your content. And a lot more....