Our cutting-edge Smart Advisor, driven by powerful AI, empowers financial advisors to navigate with unprecedented speed, direction, purpose, and velocity. It assimilates market data related to the Financial Advisor and client’s portfolio. Analyzing market news, it discerns positive and negative sentiments at multiple levels — market, sector, portfolio, and stock — providing a nuanced perspective on the future outlook. Capable of processing vast amounts of information, it not only identifies trends but also recommends strategic actions for enhanced returns. Furthermore, Smart Advisor incorporates the firm’s ESG risk scores, ensuring a meticulous calculation of portfolio-level ESG exposure for informed decision-making.