Tag : co-founder and chief product officer

Lightkeeper Launches "Lightkeeper Beacon" To Deliver Verifiable AI Answers to Institutional Investment Data
Investments News

Lightkeeper Launches “Lightkeeper Beacon” To Deliver Verifiable AI Answers to Institutional Investment Data

PR Newswire
by PR Newswire0
Ask portfolio analytics questions in plain English, get verifiable answers in seconds Lightkeeper, a leading provider of data and analytics solutions for investment managers, announced that Lightkeeper Beacon (“Beacon”) is available to all clients. Beacon enables investment professionals to ask questions about their portfolio data in plain English via large......
Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans
Finance Investment Services News

Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans

Business Wire
by Business Wire0
Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Wealth.com, the industry’s leading estate and tax planning platform. The......
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