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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

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.

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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

Mobile App Personal Capital’s mobile app is a free feature that can be downloaded on Apple iPhone, iPad, Apple Watch and Android. It will enable you to track your investment portfolio, as well as your banking and credit card activity while you’re on the go. What are the cons of Personal Capital?

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AI for Financial Advisors

Indigo Marketing Agency

Start Leveraging AI for Financial Advisors Today You dont have to overhaul your entire tech stack overnight. Start with one AI tool that addresses your biggest bottleneckwhether its scheduling, client research, or portfolio analysis. Want to see how AI for financial advisors can transform your business?