AdvisorX AI

?? Buff Dormeier, CMT is the Chief Technical Analyst at multi-billion dollar RIA Kingsview Partners and is one of our most active users at AdvisorX AI. Key insights from our case study interview: ?? What used to take weeks now takes minutes, with better quality output ?? AI helps deliver personalized content to niche audiences ?? Enhanced client communication through specialized tools (tax analysis, international benefits) ?? Time savings allows focus on high-value activities Buff's message to advisors hesitant about AI: "It's going to save you time and improve your communication with clientele. If you can do those two things - have more time and better communication - things should go better for you." #WealthManagement #FinancialAdvisors #ArtificialIntelligence #Innovation #FinTech

? "Going independent doesn't mean starting from scratch."? Jacob Rieger, CFP?, CIO of Vaultis Private Wealth transformed a major challenge into an opportunity: Most breakaway advisors struggle with losing access to their former firm's content library....Jacob found a way to build something even more valuable: ?? Truly personalized content that speaks directly to his target market. In our latest case study, Jacob reveals how he: ?? Creates custom content for Fortune 100 employees ?? Breaks down complex stock options + retirement plans ?? Builds a compliance-ready content library from scratch ?? Maintains his firm's unique voice using AI ?? He did this all while managing his breakaway transition. Watch the full interview in the link in the comment section to see how Jacob scaled his content strategy as a new RIA ?? #WealthManagement #FinancialAdvisors #RIA #AIinFinance #BreakawayAdvisor

? Finding product-market-fit with one of the fastest-growing modern RIAs like Farther has created a snowball effect for us as a bootstrapped company. Zero to one is insanely hard and the truth is the majority of "AI wrapper companies" raising seed money haven't found PMF yet. By having more autonomy I get to have deep product roadmap conversations with users. This is becoming what Jason Calacanis refers to as "10x features". 10x features drive market pull. Reduces CAC down to the lower double digits if not free CAC. That's what we're trying to do at AdvisorX AI We're looking forward to working with some of the World's best AI engineers building agentic products. Get in touch! #wealthmanagement

Michael Reynolds, CFP? on how he uses AdvisorX AI to save almost 95% of time every week on client communications. This case study was particularly interesting: ? Michael talks about how adding custom data sources that are industry-specific is a HUGE deal. It helps advisors narrow the AI's focus. ? Of course, adapting to the advisor's writing style is another big time-saver. ? Finally, and most importantly it frees him up to spend time with clients! BIG BIG DEAL. That final point was personally rewarding for me because it's right in-line with our mission to help advisors automate administrative tasks with AI. And focus more on serving clients. #wealthmanagement #artificialintelligence

? And just like that, we're officially on the tech map at Kitces.com as a solution provider for advisors. - A tiny milestone, but makes the journey all the more worthwhile to be associated with Michael's work for the wealth management community. #artificialintelligence #wealthtech

? Why I love serving solo RIAs like Andrew Tapparo, MSF, RICP?: - We get to put AdvisorX AI to the mettle and see if it can impact the bottom line of solo practices because they don't have to hire expensive agencies anymore. - I can get creative with AI personas and fine-tune them for specific use cases unique to a firm like Andy's. - Helping advisors like Andy save 5-10 hours per week is incredibly rewarding. - One of the personas we built was a stock analyst specializing in ETFs unique to Andy's use case. Use cases like this help a specialized company like ours get extra personalized. #wealthadvisors #wealthmanagement #artificialintelligence

? So, why do advisors from a Series B funded modern wealth management firm like Farther use AdvisorX AI when there are a plethora of AI tools available? We didn't script this. Erik Allison generously offered to be a case study for us as we plan on raising capital soon and we spontaneously recorded this. No big sell here. Just an advisor telling his story. #wealthmanagement #artificialintelligence

Hyper-personalization without baked-in compliance is why generic chatbots and GPT wrappers are a tricky alternative for fiduciary advisors..

Sam Altman was recently quoted as saying, "95% of marketing tasks will be automated with AI." This was trending on LinkedIn for a few days, and for a good reason. Here's how we envision AdvisorX AI in a GPT-5 world: We move from "AI augmenting knowledge workers" to AI getting the job done! This will enable solo RIAs and smaller firms to scale with the same marketing resources as a Carson Wealth or Mercer Advisors. Paul Roetzer and Mike Kaput - We're going to roll with this vision for wealth management and financial services, thanks to you both for doubling down on this quote and expanding vision!

For those of you who watch Netflix documentaries you may have seen Karthik Lakshmanan in action with Barack Obama. But....that's not what impressed US when we asked him to join our technical advisory board at AdvisorX AI Karthik has a long history of solving complex robotics and machine learning problems for some of the most transformative companies in the World like Zipline and Uber. Here's a caveat: robotics will most likely spearhead the next wave in AI, as we saw in the most recent Figure demo with OpenAI, as the world prepares for a new wave of autonomous AI or AGI. We think Karthik will be invaluable in bringing his experience of solving hard AI problems to an industry like wealth management and financial services, enabling our company to build a truly defensible company with a vision to move beyond task-based AI to action-based AI. Welcome Karthik!