https://store-images.s-microsoft.com/image/apps.14455.31755874-f397-46de-b9cf-ad8d25540674.e821f6a6-cf6d-48ee-97bc-3c73ed00b192.4fbe3ce6-98ba-42ee-ba8a-f2fb8918bbfe.png

AdviserGPT Add-in

by Synthology

AdviserGPT is an advanced AI assistant for financial advisers and asset managers.

AdviserGPT is an advanced AI assistant designed for financial advisers, wealth managers, and investment managers. We leverage artificial intelligence to help advisers quickly generate professional, compliant responses to client inquiries, RFP questions, and for investment strategy explanations.

AdviserGPT add-in requires an active AdviserGPT subscription to access its full functionality. Some features, including advanced AI-powered insights and data enrichment, may be unavailable without a valid subscription. Please visit advisergpt.ai to learn more about available plans and pricing.

For Enterprise users, customized plans and integrations are available. To inquire about enterprise licensing or dedicated support, please contact us at support@advisergpt.ai or visit advisergpt.ai for more details.

Upon first use, users will be prompted to sign in or create an AdviserGPT.ai account to activate the add-in.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.18307.31755874-f397-46de-b9cf-ad8d25540674.e821f6a6-cf6d-48ee-97bc-3c73ed00b192.bf358e1f-6232-4406-b8d8-8a43b050ed3c.png
https://store-images.s-microsoft.com/image/apps.27895.31755874-f397-46de-b9cf-ad8d25540674.e821f6a6-cf6d-48ee-97bc-3c73ed00b192.e6b0750e-9d09-4bbd-b336-c413c05833a4.png
https://store-images.s-microsoft.com/image/apps.52458.31755874-f397-46de-b9cf-ad8d25540674.e821f6a6-cf6d-48ee-97bc-3c73ed00b192.eabdec39-dba7-44ba-a05b-7dea7324edd7.png
https://store-images.s-microsoft.com/image/apps.18271.31755874-f397-46de-b9cf-ad8d25540674.e821f6a6-cf6d-48ee-97bc-3c73ed00b192.3e6a4602-dedf-4a85-8bdb-4729c2e7dfc3.png