Step by step guide to automating brokerage account statement scanning and data extraction using OCR and AI technology.
Discover how to evaluate and select the right wealth management software to drive efficiency gains and maximize growth.
OCR (Optical Character Recognition) technology lets advisors save tons of time and effort by automating brokerage account statement data extraction.
Learn about Regulation Best Interest (Reg BI), its purpose, key requirements, impact on financial advisors, enforcement trends, and future changes. Stay compliant and protect your clients' interests with our comprehensive guide.
Discover essential financial advisor tools to enhance your practice. From CRM to portfolio management, stay ahead with the right technology.
AI-powered tools like automated investment policy statement generators are enhancing efficiency, accuracy and personalization for financial advisors.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
.png)
.png)
%20Work%20(6).png)
.png)
