— DEMO VIDEO
FA/OS - The Financial Advisors' Operating System.
Taking AI for Advisors – way beyond just meeting notes.
With our purpose-built AI Suite for Financial Advisors and Planners, we help you to –
1. Smartly prioritize your tasks, incl. from existing systems – so you focus on what REALLY matters – every day
2. Help you to get these tasks done using the latest AI models, deterministic calculation instructions and tight guard rails