Jump is an AI assistant designed for financial advisors, automating tasks, note-taking, and CRM updates to streamline workflows and ensure compliance.
Composer is an automated trading platform that allows users to build, backtest, and execute trading algorithms with AI, no coding required.
Zocks automates meeting prep, notes, follow-ups, and CRM updates for financial advisors, enhancing client relationships without recordings.
Saturn AI empowers financial advisors with data-driven efficiency and AI, streamlining tasks and optimizing resources for client service.
