Tag : AI assistant

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction
Artificial Intelligence Finance News

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Business Wire
by Business Wire0
Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, announced their......
Surmount Launches Powerful New Features to Serve Growing AI Investor Base
Artificial Intelligence Finance News

Surmount Launches Powerful New Features to Serve Growing AI Investor Base

PR Newswire
by PR Newswire0
With AI adoption in retail investing accelerating at unprecedented rates, Surmount, a rising force in AI-powered investment platforms, has announced a suite of major platform enhancements designed to give retail investors more speed, insight, and control. These updates—improved back testing speed, expanded alternative data sets including sentiment analysis from financial......
FundedNext Launches AI Assistant 'Fundee', the First Prop Firm with Multilingual Voice AI Support
Fintech News Trading

FundedNext Launches AI Assistant ‘Fundee’, the First Prop Firm with Multilingual Voice AI Support

EIN Presswire
by EIN Presswire0
Supports 32 Languages to Bridge Global Access and Cultural Relevance, Redefining Client Support with AI-Powered Assistance FundedNext, a leading prop trading firm, launched its newest innovation, AI Assistant “Fundee”, making it the first prop trading platform in the world to offer extensive voice support through AI. This innovation not only improves......
Bloomberg Tax & Accounting Unveils Enhanced AI Assistant Features
Artificial Intelligence Fintech News

Bloomberg Tax & Accounting Unveils Enhanced AI Assistant Features

PR Newswire
by PR Newswire0
Bloomberg Tax & Accounting has announced a significant upgrade to its AI capabilities, unveiling advanced features for its AI Assistant. This innovative chat-based research tool is designed to streamline and speed up tax and accounting research, making the process more efficient and user-friendly. The updated AI Assistant now features expanded......
Artificial Intelligence Finance Fintech Interviews Robotic Process Automation

Global Fintech Interview with Slava Akulov, CEO & Co-Founder at Jupid Tax

Paroma Sen
by Paroma Sen0
Slava Akulov, CEO & Co-Founder at Jupid Tax chats about the platforms’ end to end accounting capabilities and what the future of fintech is expected to be like in this Global Fintech Series interview: __________ Hi Slava, tell us about yourself and your fintech journey in recent years. I studied......
Allvue Systems Launches the Allvue Agentic AI Platform, the First AI Platform Purpose-Built for the Alternatives Industry
Artificial Intelligence Finance Fintech News

Allvue Systems Launches the Allvue Agentic AI Platform, the First AI Platform Purpose-Built for the Alternatives Industry

Somesh Utkar
by Somesh Utkar0
Andi, Allvue’s AI Assistant Will Also Debut as an Intelligent Knowledge Agent for the Alternatives Market Allvue Systems, a leading provider of technology for the alternative markets, today announced the launch of the Allvue Agentic AI Platform, the first agentic AI platform purpose-built for the alternatives market. Allvue is propelling the......
PLEXIS Announces AI Innovation Development inside its Quantum Choice Platform
Artificial Intelligence Finance Fintech News

PLEXIS Announces AI Innovation Development inside its Quantum Choice Platform

EIN Presswire
by EIN Presswire0
Purpose-Built AI Capabilities Under Development to Enhance Workflow Efficiency and Empower Healthcare Payers Within the Quantum Choice™ Ecosystem PLEXIS Healthcare Systems, a trusted leader in payer administration technology, today announced the early development of integrated AI capabilities within its flagship Quantum Choice platform. These advancements represent a new phase in......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
Thomson Reuters Acquires Materia - A Specialist in Agentic AI for the Tax, Audit and Accounting Profession
Artificial Intelligence Fintech News

Thomson Reuters Acquires Materia – A Specialist in Agentic AI for the Tax, Audit and Accounting Profession

PR Newswire
by PR Newswire0
Thomson Reuters Corporation, a global content and technology company, announced it has acquired Materia, a US-based startup that specializes in the development of an agentic AI assistant for the tax, audit and accounting profession. This transaction, which is complementary to Thomson Reuters AI roadmap, accelerates Thomson Reuters vision for the......
iFOREX Launches Revolutionary AI Trading Assistant
Fintech News Trading

iFOREX Launches Revolutionary AI Trading Assistant

PR Newswire
by PR Newswire0
iFOREX, a leading name in the world of online trading, is proud to announce the launch of its innovative artificial intelligence tool designed to enhance the trading experience for its users. This cutting-edge AI assistant is now live on the iFOREX website, providing traders with instant answers to their questions......
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