AI Assistant for Financial Advisors: Vise Intelligence Launche
– Vise Intelligence is an AI assistant for financial advisors.
– It is designed to prepare reports, answer questions, and suggest investment strategies.
– Vise Intelligence is powered by large language models and trained on a massive dataset.
– It can ingest information from every specific client in a financial advisor's portfolio.
– Vise Intelligence can custom tailor its insights for each client.
– It is trained on tens of thousands of data points from the market.
– It combines this training with information from each client in a secure inference.
– Vise Intelligence is designed to help financial advisors serve more clients with a human touch.
The ideal scenario for Vise's financial advisor clients is that they can go from managing 100 clients to managing 150 clients