Harnessing AI for Enhanced Automation in Wealth Management

The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.

What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]

The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.