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'.
