Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth has partnered with the financial advice technology provider to embark on an "innovative project" to "transform" the annual review journey for clients and advisers. This initiative will showcase the potential for broader digitisation within Advanta's wealth management journey, Multiply AI said. The Multiply AI solution, powered by generative artificial intelligence, should deliver automation to the annual review process for both clients and advisers. The firm said clients will benefit from a user-friendly, branded interface to update their financial information and bo...