AdviserGPT

A browser plugin to help asset managers accelerate customer acquisition and growth.

AdviserGPT is an advanced AI Agent designed primarily for institutional asset managers and wealth advisors. We utilize Generative AI LLMs plus Advanced Search techniques to enable sales, marketing, and client service teams to efficiently and effectively reply to RFPs, DDQs, client inquiries and to draft client talking points and performance commentary. We only utilize your compliance-approved language and match your firm's style and tone of voice. The Google Chrome Plug-in has no additional charge; it is included in the price of the AdviserGPT subscription.