AI-Driven Product for Wealth Management Professionals Released

NEW YORK - Nov. 15, 2024 - PRLog -- AdvisorZen.AI has released the application on the world's most reputed innovation product platform—Product Hunt—and welcomed its first real digital users, innovation enthusiasts, and other product developers.

About the Product

AdvisorZen.AI is designed as a customized solution for professional wealth managers who seek to optimize their day-to-day work routine, save time for strategic activities, and focus on their business growth and client communications rather than on manual daily operations, minor tasks, etc.

'AdvisorZen is an easy-to-use AI assistant that helps Wealth Advisors in their daily routine. If you have always thought about how to boost your performance with AI but didn't know how it will be a perfect tool for you!' – admits Alex, CEO at AdvisorZen.AI LLC.

The platform contains five cutting-edge AI agents who will assist users by providing fast research and supporting every aspect of their professional needs in easy content generation, data search, structuring, and providing industry tips.

AdvisorZen.AI Finance AI assistants support wealth management professionals and individual advisors daily. The software is tailor-made and aimed at optimizing client interactions and investment strategic enhancement, saving them time and effort, and ensuring wealth managers improve their business.

About the Team

Steve Wilmarth, a Fintech and AI lecturer at a university, and two close associates, Vince Esposito, a 30-year-experienced Managing Partner and Certified Wealth Advisor, and Michael Knight, a seasoned Fintech specialist with a focus on trading, risk management, and portfolio operations, served as the inspiration for AdvisorZen, a recently launched solution.

Thanks to Alex Romanenko, an IT professional with 13 years of experience in IT infrastructure and development, AdvisorZen has been successfully designed and released to the world. Everyone's happy, and they hope it turns into another unicorn in the endless world of innovative digital solutions for business people.

The platform is now available for subscription. Visit https://www.advisorzen.ai/ for details.