The Wealth Management Professional Assistant

Save Time. Enhance Client Service. Stay Knowledgeable.

 

This AI-powered tool gives financial advisors like you clear, reliable answers to questions you face in your day to day. From simple fact-checking to refreshing yourself on financial concepts to real-world, complex client scenarios, get the immediate information you need to elevate your client service while saving time each week.

The AI Tool Every Financial Advisor Needs

Save Time

Access reliable information quickly and easily, eliminating time spent searching through multiple resources.

Enhance Client Service

The Professional Assistant will ask clarifying questions about your specific situations so you can provide more informed responses.

Stay Knowledgeable

Keep your edge in a competitive industry by reinforcing and revisiting essential financial concepts whenever you like.

Monthly Access

Full Year Access

The Wealth Management Professional Assistant is an innovative AI tool designed to enhance the efficiency and effectiveness of financial advisors when serving your clients. You simply type in your questions, and the Professional Assistant provides clear, reliable answers. From quick fact checks to guidance on complex client scenarios to refreshing knowledge on financial concepts, you will receive instant feedback to your questions. For complex scenarios, the Professional Assistant will ask clarifying questions about your specific situation, ensuring more well-informed answers that enhance client service.

The Wealth Management Professional Assistant is supported by the College’s education content, which is continually updated so you have direct access to the most current resource when serving your clients.

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Our tool’s usage guidelines do not allow for personally identifiable information (PII) to be used in prompts.

*Select from a monthly or annual subscription. Monthly subscription is a recurring charge of $99 USD every 30 days or annual subscription charge of $99 USD every 12 months for continued access to the Wealth Management Professional Assistant until you cancel. Your subscription will begin immediately upon payment. You may cancel anytime by calling 1-800-237-9990 or clicking “CANCEL SUBSCRIPTION” in your account & settings page, which will cancel any future charges at the end of the current billing cycle.

Because this tool is powered by AI technologies, please note your consent to our privacy policy and data usage will be required prior to receiving access to the tool.