Communication Financial Planning Portfolio Analysis 
Wealth Management
JUNE 27, 2025
So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Indigo Marketing Agency
MARCH 24, 2025
AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Still relying on manual processes for client communication, research, or scheduling? LeadGenius: Combines AI with human intelligence to identify and communicate with targeted sales leads.
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