Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
