https://www.neviswealth.com/news/nevis-raised-40m/ View in Category

Press Release: https://www.zocks.io/press/zocks-and-rightcapital-announce-ai-powered-integration-to-accelerate-time-to-advice How it Works: https://www.zocks.io/financial-planning/rightcapital Setting it up: https://help.zocks.io/en/articles/12687978-rightcapital-financial-planning-integration

https://citywire.com/ria/news/creditors-foreclose-on-financial-planning-software-startup-elements-sources/a2477027

Wealthbox Announces Launch of AI Notetaker October 30, 2025 "Wealthbox is excited to announce the AI Notetaker is now available. Following a successful pilot program, the AI Notetaker becomes the first advisor-focused meeting assistant natively embedded within an industry-leading CRM, allowing financial advisors to prepare, document, and follow up on client meetings—all without leaving Wealthbox. Purpose-built for the workflows of modern advisory firms and uniquely fused within Wealthbox’s CRM components, the Wealthbox AI Notetaker brings the power of artificial intelligence directly into daily operations, helping advisors save time, improve documentation accuracy, and strengthen client relationships." Read more!

"As a wealth advisor, there’s often a tension between being fully present for in-person meetings with your clients and making sure that the details of your conversations are fully captured. We built the Hazel mobile app to solve that. Now you can: - Record meetings directly from your phone, either by tapping into meetings synced from your calendar or starting a new quick recording for unscheduled conversations - Get automatic transcription and summarization of your conversations - Sync data to your Hazel workspace instantly—no manual uploads From there, your in-person conversations power everything Hazel does: follow-ups get drafted, CRM records update, action items surface, and insights emerge. Your meetings feed the platform that drives your practice forward. Hazel was designed to be the intelligence at the center of your firm—connecting the dots, strengthening relationships, and transforming how you operate. The mobile app brings that intelligence to where your best work happens: face-to-face with clients. Download the iOS App We're so glad you're here, — The Altruist Team