AdvisorZen.AI
AdvisorZen.AI helps wealth management professionals automate daily tasks like content creation and research. It offers pre-built prompts, team collaboration, and productivity tracking. Powered by ChatGPT 4.0, it includes features like data analysis and CRM integration. Pricing starts at $99/month with a 15-day free trial.
Features
Content Creation
Automate the generation of engaging and personalized content for clients and prospects.
Client Communication Templates
Provides templates to streamline communications to save time on repetitive emails and messages.
Research Assistance
AI-driven research to provide up-to-date information and insights for decision-making.
Pricing Plans
Premium
$99
per monthly
Enterprise
$0
per custom