Wealth Solutions Report – March 2024

The growing presence of artificial intelligence (AI) in new platforms, products and services for advisors and their clients is the most obvious sign that AI has started to take off in the financial services according to wealthtech and fintech experts. Joel Bruckenstein, Producer of the annual Technology Tools for Today (T3) fintech conference and Publisher of the T3 Technology Hub, comments about Advyzon being in the process of incorporating AI into much of their platform and about Syntax Data, who received an Emerging Tech award at the 2024 T3 Conference that was held in Las Vegas on January 22-25, 2024.

Read Jeff Berman’s article: Top 24 Wealthtech Trends Include Growing Presence of AI.

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