In their own words:

• Adviser Core is an AI-powered proposal generation tool for financial advisers that increases prospect-to-client win rates by 25%
• Extract data from any brokerage statement image and produce interactive, personalised analysis in minutes, outputting custom proposals in PowerPoint
• Discover the best-fit portfolio from your existing models that better aligns with your prospect’s risk tolerance and personal values

Synopsis:

• AI-Powered Proposal Automation: Transforms client data into compelling proposals.
• In-Depth Portfolio Analysis: Offers insights for informed investment decisions.
• Streamlined Workflow: Saves time and boosts efficiency for financial advisers.

CLICK PLAY ON THEIR DEMO BELOW