The Openwork Partnership (Openwork) has partnered with AdvisoryAI to build AI into the network's incoming adviser technology suite.
The partnership was announced yesterday (3 November) at the Openwork Advice Conference in Telford. The same day the advice network giant unveiled its latest adviser technology suite combining client relationship, advice and investment tools which will be rolled out over the coming year. Built on Plannr and Seccl, Openwork said the suite will open up to "early" Openwork and 2plan advisers within H1 2027, with a wider regional rollout from H2 2027. Openwork advisers can already subscribe to AdvisoryAI's meeting notes assistant, Evie, through Openwork's digital marketplace. Adviser...
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