Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

Leveraging artificial intelligence to give financial advisors back time.

That's the goal. That's the dream. And in 2023, it feels like countless fintech firms were making that promise to planners.

Now, another contender from the north with a blue-chip pedigree is tagging in and preparing to go head-to-head with AI-powered competitors in the United States...

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