Modera Launches AI-Powered Platform Mira to Support Tailored Financial Advice for Clients
AI SummaryAI-generated — verify against the source.Modera Wealth Management has launched 'Mira,' an AI-powered platform designed to enhance the personalization of financial advice for their clients. This development highlights a growing trend of RIAs building proprietary AI solutions to improve advisor efficiency and client engagement, serving as a potential case study for other firms considering similar technology investments.
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