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AI tools

AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.

Profiles in review

News on AI tools in your edition and on My Desk.

Our desk is reviewing AI tools vendors.

Profiles appear here once each one is verified against the company’s own materials. Follow AI tools to hear when they go up.

AI tools: questions to ask before you buy

  1. What data does the model see, where is it processed, and is any of it used to train models?
  2. How are outputs reviewed before they reach a client or the books and records?
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