top of page

Apps

ChatGPT

ChatGPT is an advanced AI assistant that can understand and generate human-like text, helping users navigate financial information and make informed decisions. Within our app, it can simplify complex processes such as onboarding, account inquiries, and investment research by providing instant, conversational support. By automating routine tasks and offering personalized insights, ChatGPT streamlines financial services to save users time and improve overall efficiency. Please watch tutorial to familiarize yourself with it.

Perplexity Finance

This tutorial showcases how Perplexity Finance delivers instant, AI-driven market intelligence for wealth managers. Using natural-language queries, advisors can generate company summaries, analyze financial health, review earnings reports, compare holdings, and surface key risks — all in seconds. Perplexity Finance pulls real-time data from filings, news, and market sources, transforming complex information into clear, client-ready insights. It’s a powerful example of how modern advisors can streamline research, strengthen communication, and work smarter with AI.

NotionAI

Notion AI is an intelligent workspace tool that helps organize information, automate workflows, and generate high-quality content directly inside Notion. It analyzes your notes, documents, and data to create summaries, reports, checklists, and drafts instantly, making it easier for teams to stay aligned, work faster, and turn raw information into clear, actionable insights.

Sora

This demo highlights how Sora can generate dynamic AI-powered visual explanations for portfolio analysis. Using uploaded portfolio data, Sora creates clear, animated representations of allocation drift, risk exposure, sector weights, and performance drivers. This makes complex financial information easier for advisors to understand and communicate. By integrating Sora into our workflow, WealthWise AI can showcase portfolio insights in a highly visual, client-friendly format, helping advisors streamline reporting, enhance presentations, and deliver deeper investment explanations with the support of generative AI.

Marcelo

Austin

Ashrey

Jorge

bottom of page