Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
AI in Financial Services Podcast
The Impact of Proportal on Wealth Management
We have 350 apps or modules. They can be configured and choreographed in different ways with different workflows, with different depths of information right. So we really have the ability to make our solution as empathetic as possible to micro-audiences within the wealth management game. That's one of the key elements. It's a very interactive and collaborative portal that allows the advisor to engage digitally with the client themselves. For sure.
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