Placing the power of AI into the hands of financial professionals
Generative AI for your existing advisor tech stack
Placing the power of AI into the hands of financial professionals
Generative AI for your existing advisor tech stack
Super Charge Your Business with AI
- Qadvisor
Expedite research, create hyper-personalized communications, and gain real-time market insights in seconds with auditable, cited results from global news sources.
Revolutionize Your Wealth Management Practice With
- Qavisor Enterprise
Effortlessly analyze extensive data from multiple sources, including your own and real-time market data. Seamlessly connect to your CRMs to enhance client service and expand your client base without sacrificing quality.
QadvisorGPT is your AI-powered Research and Marketing Assistant
QadvisorGPT leverages the latest advancements in artificial intelligence to streamline and enhance client communication, allowing you to provide even more personalized and insightful advice.
- Researching thousands of data points in seconds.
- Real-time results to complex questions.
- Authentic content with auditable citations.
- Effortless marketing content creation.
- Access to over 50,000 data sources daily.
- Personalized email content, newsletters, social media posts, and scripts.
- Seamless connection to any TAMS and CRMS Making AI work for you.
- QadvisorGPT
AI-powered Copilot for financial professionals
Stay up to date with what is happening in the world using powerful tool that combines state-of-the-art AI technology and global financial data and news.
- Sentiment analysis on customer interactions
- Extract relevant information from emails and customer profiles in real time
- Personalize communication and enhance customer experience
- Recognize patterns in customer communication
- Conversational copilot for customer support
Strengthen your Client Relationships
Integrating QadvisorGPT into your financial platform helps manage your customer relationships by leveraging generative AI algorithms to automate tasks, analyze data for insights, and optimize decision-making processes within your CRM environment.
Gain Deeper Insights into Market Behavior
Analyze news articles and media coverage in real time to identify key events, sentiments, and opinions that might impact the market.
Get real-time insights on market dynamics, allowing financial professionals to react swiftly to changing market conditions.
Discover Opportunities for Hyper-Personalization
QadvisorGPT and the Qdeck platform are custodian agnostic allowing for seamless integration with various custodians, promoting efficiency and automation in managing client portfolios.
Get real-time insights on market dynamics, allowing financial professionals to react swiftly to changing market conditions.
Quickly Analyze Vast Amounts of Research Data
Use the power of AI to quickly analyze research data to uncover valuable insights quickly.
QadvisorGPT can consume and analyze any data regardless of its size, and swiftly derive valuable insights through efficient data analysis.
Identify trends and risks in the market in real time.
Why QadvisorGPT?
- Accurate Source Attribution: Maintains precise citations for every claim, minimizing the risk of hallucination effects common in other AI models.
- Real-Time Processing: Delivers accurate responses even with unstructured, client-provided data.
- Business Task Solutions: Focused on answering context-sensitive questions, leveraging internal data for decision-making, and simplifying the use of complex tools through natural language interfaces.
- Bring Your Own Data: Specify the data sets Qadvisor uses to draw its conclusions or commentaries, tailoring the insights to your specific needs.
Upcoming Webinars
