AI Financial Advisory
Discover our new tool generating investment recommendations.
Powered by Artificial Intelligence, it collects market data, combines it with the client profile and your market outlook.
In a second, you have the perfect email.
Your advisory service is safer, better, faster, stronger.
Artificial Intelligence at your service
Save time
Generate a tailored investment recommendation in a heartbeat. Save time, save money.
Enhance Quality
No more typo or poor grammar. You exchange with your client in a clear and easy to read language, for your client satisfaction.
Adapt to foreign language
Easily adapt to your client native language. Spanish, German, Arabic, Turkish or French.
Ensure Compliance with FinSA
Automatically insert disclaimers in your communication with private clients and comply with FinSA or MIFID.
Stay informed
We will keep your informed of our progress
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