Wealth management platform FNZ has launched FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale. FNZ Advisor AI integrates intelligent automation and AI-driven efficiencies directly into FNZ’s market leading platform, placing powerful capabilities right at an advisor’s fingertips. With more than 650 financial institution partners, over 26 million end investors and close to $2 trillion in assets on platform, FNZ provides access to one of the largest wealth management data sets in the world. This enables FNZ Advisor AI to support smarter, faster decision-making by generating real-time insights based on client and portfolio data. Advisors can proactively identify opportunities, flag risks and tailor their recommendations across their full book of business, ultimately driving better client outcomes. Advisor AI also automates the entire client meeting lifecycle. Advisors can now prepare for meetings using personalized insights, access relevant content during client meetings, and use Advisor AI to transcribe and analyze the discussions afterwards. The advanced solution will also highlight key points that require follow-up and guide advisors on the most relevant next conversations to have with each client. The time spent on repetitive administrative tasks is significantly reduced, freeing up advisors to spend more time with clients and focus on delivering high-quality, personalized advice.