A new language in wealth management
Introducing our gen-AI platform to boost wealth management productivity with privacy and control
Already working with us
GPTadvisor️ SaaS solution leverages the latest gen-AI technology
Wealth-trained assistant
Reliable financial calculations & reporting
Fully private language models
Adapted to your business
Chat with your investment products
Forget reading product documentation, just ask GPTadvisor
Investment product data turned into conversational insights.
GPTadvisor accurately understands, stores and retrieves data from thousands of investment instruments so that you no longer need to find them in complex documents.
Generate comprehensible portfolio reports
Meet your new ally to delight your investors
Help your investors understand their investments.
Craft comprehensive portfolio reports that adapt to the reality and knowledge of your clients by using your own words.
Enhance your whole advisory business
Boost your daily productivity
The AI assistant for wealth managers.
From personalized proposals to portfolio management. Designed to enhance your daily tasks.
Request a demo and be among the leading firms using GPTadvisor
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