Three Financial Planning Tech Providers Launch AI Tools for Advisors

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It has been a week heavy on financial-planning technology, with three announcements from four firms. Apex Partners with Wavvest Apex Fintech Solutions and Wavvest announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients and advisors that custody with the firm, integrating Wavvest’s planning technology with Apex’s custodial data infrastructure. The ...