The Intelligent Advisor is the future of personalized advisory service. By providing a unified, AI-driven view of a client's entire financial life, wealth managers are empowered to lead every conversation with unparalleled context and confidence.
Almost every advisor is forced to wear many hats, but the market doesn't stand still while you manually stitch together investment portfolio data and analysis.
A survey from the Financial Planning Association found that 71% of advisors experienced moderate to high negative stress. When today’s advisors have to also act as therapists and life coaches, it’s no wonder they’re feeling the heat.
That’s why the industry must resolve the crippling issue of fragmented data, lifting the administrative burden so advisors can finally free up precious time to focus on investment performance and strategy, client growth and retention.
And this is precisely why we at Communify developed the Intelligent Advisor, the next-generation feature of Finextra Pro Plus, to end that inefficiency with data and bring back the joy of advisory work. The Intelligent Advisor is the essential upgrade for every top-tier advisor, engineered to unify market intelligence and client portfolio data, so wealth managers are fully empowered to narrate and deliver the most precise, proactive financial story.
Intelligent Advisor Features and Benefits
1. Unified Search: End the Data Hunt
No more toggling between systems, spreadsheets and news feeds. Unified Search is the single search bar that finally brings it all together. It's the essential gateway to the entire Knowledge Base, a single index that instantly sweeps across both the dynamic, rich market data of Finextra Pro and your entire proprietary client book of business.
One Query, Complete Context: Search for a client, a specific security, or a market event and instantly see all relevant information, from their portfolio holdings to the latest news stories and analyst ratings, in one place.
Book-Level Insights: Stop checking every client account manually. Unified Search allows you to access best-in-industry markets, apps and experiences while simultaneously surfacing who among your clients is most exposed or benefiting from a searched security or market trend.
Lightning Preparation: Say goodbye to spending hours stitching together meeting materials. The system is designed so that you are armed with a complete, cross-referenced view of every client's total financial life in seconds, allowing you to lead every conversation with confidence and trust.
This intelligent filtering system doesn't just find information faster; it eliminates the mental overhead of knowing where data lives, creating a cohesive, personalized digital experience.
2. Clients Tab: Your Unified Book of Business
The Clients Tab is the door to your entire practice, designed to eliminate the need to log into disparate systems to check your book.
The Single Source of Truth: At a glance, the Clients Tab provides a unified dashboard showing crucial KPIs like your Total Assets Under Management (AUM), available cash and a clean, comprehensive client roster. This top-down perspective immediately highlights opportunities for action and deployment.
Drill Down to the Detail: Dive into any individual client and instantly access a 360-degree view of their entire financial picture. Easily access all holdings, recent activities, and vital documents from a single location.
This unified client view is the foundation upon which the Mind AI Chat builds its powerful and proactive insights
3. Mind AI: Chat with Intelligence
After unifying your data in the Clients Tab, the Mind AI Chat engine converts raw information into a continuous flow of action. This is the key that unlocks the efficiency every advisor needs, allowing you to stop researching and start strategizing faster.
Chat and You Shall Receive: Gone are the days of manually querying multiple databases. The Mind AI Chat allows you to use natural language to ask complex questions, such as "What is this client’s sector concentration?" and receive precise and straightforward answers instantly.
Dynamic Storytelling: The engine generates powerful, contextual content, like dynamic portfolio and client stories. This feature connects market events to individual portfolio exposure, automatically turning complex performance data into a clear, narrative-based insight that's ready for client consumption.
Trusted Accuracy and Security: The system operates using the Proof of Dimension (P.O.D.™) framework, ensuring that every insight provided by the chat is accurate, secure and derived directly from verified client data within the Knowledge Base, without relying on any external Large Language Models (LLMs) for calculation. This builds the trust required for high-stakes financial advice.
Actionable Communication: With a single click, you can instantly share these powerful stories, personalized podcasts and relevant documents directly with the client. This seamless integration of insight and communication enables you to deliver hyper-personalized service at scale.
Be the Advisor You’re Meant to Be
The promise of the Intelligent Advisor is simple: to remove the friction of data fragmentation so you can finally focus on the holistic, human-centric care your clients deserve.
By unifying search, client data and market intelligence within one platform, you transform hours of manual preparation into seconds for decisive insights. This shift frees you from being a data aggregator and empowers you to be the advisor, strategist, counselor and expert your clients expect, driving client retention and ultimately business growth.
Communify is proud to deliver through Finextra Pro Plus, making the future of proactive advisory service available to you today. Ready to experience the power of unified intelligence? Learn more and schedule a demo of the Intelligent Advisor today.
