A truly informed teammate with a 360-degree view of clients across all touch points Advisor360°™, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant ...
Wealthtech firm Advisor360 has expanded its Parrot AI advisor assistant to read, summarize, and answer questions about client documents. Parrot can analyze financial plans and account statements, as ...
Advisor360deg(TM), a leader in integrated wealth management technology, has expanded Parrot AI(R), its secure and compliant AI teammate, with enhanced intelligence that empowers financial advisors at ...
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