Overview
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.
Details
- Version25.12.1
- UpdatedMarch 27, 2026
- Size418KiB
- LanguagesEnglish
- DeveloperS2 StrategyWebsite
20 Meadow Ridge Drive Corte Madera, CA 94925 USEmail
contact@advisergpt.aiPhone
+1 415-867-4659 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
AdviserGPT has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
AdviserGPT handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
