What's new with GPTadvisor: Fall Highlights
GPTadvisor comes with fresh and productive new features you will want to learn about
At GPTadvisor, we are constantly striving to enhance your advisory capabilities. Our latest summer updates are designed to bring you essential tools and improvements, ensuring a more efficient and productive experience.
Latest Highlights
Voice Mode
GPTadvisor now elevates Generative AI to another new level, conversation jumps from typing to simply having a voice conversation with GPTadvisor. Wealth managers are now able to ask queries regarding clients’ portfolios and will receive complete voice responses.
Push voice notifications
The platform interface now allows wealth managers to receive short voice notifications regarding important updates and portfolio notifications by just clicking the push voice button.
Complete comprehensive portfolio reports
GPTadvisor now allows users to quickly upload a new portfolio from a picture, a screenshot, or any file containing holding information. The wealth-trained AI automatically understands the portfolio, accurately retrieves all relevant product data, and generates comprehensible analysis, explanations, and comparisons, you name it—a new productivity shortcut for daily quick portfolio conversations.
Controlled internet browsing
GPTadvisor integrates both client databases and client-verified sources to provide comprehensive and accurate responses to user queries. When GPTadvisor searches for information, it prioritizes client data before accessing external sources on the internet, ensuring that relevant client information is presented first.
Favourite questions
Set up favorite questions that shall always be available for users to send to the chat. These questions may be configured by the user (up to 3 questions).
Additional Improvements
Custom Domains
Platform-using firms are now able to create their personalized domain, which is exclusive to all firm users using GPTadvisor.
Engagement metrics
The platform now provides a complete dashboard detailing several key metrics related to token consumption, users’ activity, and queries.
Asset Documentation
With exhaustive fund documentation coverage, the platform now includes a great variety of files regarding manager commentary, marketing brochures, and more.
Single Sign-On
Fast and accessible method that enables users to log into GPTadvisor using your company credentials.
These fall updates are crafted to offer you a more agile and effective wealth management experience.
Discover how GPTadvisor can transform your work by exploring these new features today.