Financial Planning – March 2025

Both Jump and Zocks were recently rated by financial advisors as preferred providers in the inaugural “search or generative AI tools” category in the 2025 T3/Inside Information Software Survey, the results of which were announced earlier this month at the Technology Tools for Today (T3) Conference in Dallas. Read what numerous advisors have to say in this article via Financial Planning Magazine reporter Rob Burgess.

Read the article: AI tools Jump and Zocks gain funding and advisor fans

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