Wealth Management AI
Experience the Power and Efficiency of AI Tools
Revolutionize how your financial services team works. AI-powered assistants specifically designed to support financial advisors, compliance officers, junior advisors, and operational staff. Make them fully compliant within the AIC Risk environment.
Leverage automation, insights, and client-focused intelligence
Scale a modern, efficient, and personalized wealth management experience with AI-powered tools such as Microsoft CoPilot Researcher and Analyst as well as the new Perplexity/Finance, all designed specifically for financial services professionals.
AI-Powered Solutions for Every Role
Leverage automation, insights, and client-focused intelligence to scale a modern, efficient, and personalized wealth management experience.
Use CoPilot Analyst to:
- •Generate customized investment summaries based on client portfolios
- •Draft pre-meeting notes with portfolio highlights and talking points
- •Monitor market developments related to client holdings
- •Automate portfolio review letters tailored to client goals and holdings
Sample Prompt:
"Generate a client summary for John Doe based on his portfolio holdings in tech and healthcare sectors, highlighting recent performance and upcoming earnings calls."
Use CoPilot Analyst to:
- •Summarize trading patterns across accounts for monitoring
- •Identify accounts with high short-term trading activity or wash sale risk
- •Automate surveillance alerts for policy violations
Sample Prompt:
"Summarize accounts with more than 5 short-term trades in the last 30 days. Highlight those exceeding internal thresholds."
Use CoPilot Researcher to:
- •Research investment options and market trends
- •Generate educational content for client presentations
- •Prepare comprehensive market analysis reports
Use AI tools to:
- •Automate routine reporting and documentation
- •Generate performance summaries and client statements
- •Streamline account opening and maintenance processes
Ready to Transform Your Wealth Management Practice?
Experience the power of AI-driven financial services. Schedule a personalized demo to see how our solutions can enhance your team's efficiency and client satisfaction.
See How Microsoft Engineers Build AI Finance Agents
Watch this comprehensive demo and tutorial by a Microsoft Engineer showing how to build a Copilot AI Finance Agent from scratch.