But will the time savings make it worth the cost?
The irony is this wave of divestment from account aggregation providers is occurring just as AI sparks promises of Big-Data-driven insights.
But have they fallen behind competing with AI-native third-party tools?
Time will tell whether advisors will see enough value to spring for the full suite add-on features.
There's a thin line technology that's differentiable enough to be offered as a standalone and what's better suited as part of a tool that advisors already use.
But will clients keep paying human fees for AI advice?
But can it really teach the delivery of advice?
Niching advisors drive demand for specialized planning tools.
Relative newcomer emerges as a bona fide custodial competitor.
AI meeting notes becomes a race towards an 'Advisor Operating System'.
Provider has grown to encompass nearly the entire website-based marketing funnel.
Does unveiling suggest a fast-approaching commoditization?
But are client meetings really broken?
Offering shows that access, not just service, matters for UHNW clients.
It could also train other advisors to do better
If AI can create the melody, a human still needs to give it a structure and arrangement.
But will it eventually compete head-on with Holistiplan in forward-looking planning?
Provider now has an important leg up with its ability to plug into a wide range of custodial platforms and advisor technology.
Helping the growth of mega-RIAs overshadows technology as a custodial differentiator
But is the market for outbound prospecting as big as its investors' growth goals?
