Clearly there are a lot of interesting things going on in this space. But who are the advisors and firms that are adding these to their daily workflows? Maybe its you! If so, love to hear your experience in the comments below: AI meeting bots: - FinMate AI (ProAdvisorSuite partner) - Jump - Zocks - Munin AI - Zeplyn - Pulse360 Document Upload Analysis: - Advisor Core by YourStake (ProAdvisorSuite partner) - VRGL - ARQA - FP Alpha - LEA - FutureVault Content Generation: - saifr - AdvisorX AI - Wealth Management GPT Prospecting Tools: - Wealthfeed promo code “proadvisorsuite” for 10% discount - FINNY - Catchlight - Cashmere AI - aidentified CRM bot: - Elara Paraplanner assistant: - Paraplanner.ai - CacheTech Advisor Solutions - CogniCor Technologies Investment Data/Analytics: - Boosted.ai - ArkiFi - ARQA Compliance: - Hadrius (ProAdvisorSuite Partner) - RegVerse

Happy Wednesday ProAdvisorSuite Community. If anyone out there belongs to an RIA Network... feel free to pass along this upcoming Webinar Invitation to Register: https://us02web.zoom.us/webinar/register/WN_E52ox0z_S42TRpmOlVAeHw#/registration (Buckler is a Cyber Program Management Solution) https://buckler.app/

Hello ProAdvisorSuite Community, Just writing to share some great news from Buckler. Press Release: Financial Services Veteran Scott Smith Joins Buckler as CEO Buckler is a Cyber Program Management Solution buckler.app. It's a good day in compliance land! Pamela PS - Thanks @Joe Moss for mentioning to post.

I'm categorizing this as marketing, but you shouldn't do marketing... you should do, well, you'll just have to watch. :) @Dennis Moseley-Williams

Check this out: CRM: Bigin by Zoho Financial Planning: RightCapital Website, LMS, Scheduling, etc: Wix It's a CFP, but not an RIA.