Conquest opens AI planning engine to independent advisors - InvestmentNews
AI SummaryAI-generated — verify against the source.Conquest Planning has expanded access to its AI-driven financial planning engine to independent financial advisors. This move allows independent firms to leverage advanced AI capabilities for automated financial planning and client scenario modeling, potentially increasing efficiency in their advisory workflows.
Read full article at google-fintechWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- Wealth.com Brings Estate And Tax Planning Into Claude For Financial Advisors - Pulse 2.0
Wealth.com has integrated its estate and tax planning capabilities into Anthropic's Claude AI, providing financial advisors with a specializ…
- Dispatch Opens Its Wealth Operations Platform to the Industry With Launch of the Dispatch API - Business Wire
Dispatch has launched an API for its wealth operations platform, allowing firms to integrate their operational workflows directly with the D…
- Anthropic unveils RIA-focused AI suite in latest Claude expansion - InvestmentNews
Anthropic has launched a new suite of AI tools specifically designed for Registered Investment Advisors (RIAs) as part of its latest Claude …