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Mercer Debuts New Version of AI-Powered Ecosystem
By
Rob Burgess
News July 30, 2026 at 12:33 PM
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What You Need To Know
- In development for the three years, Aspen 2.0 has been deployed across the firm’s more than 1,100 wealth professionals.
- The platform powers financial plans and helps in managing portfolios, preparing tax returns, daily distributions and contributions.
- Aspen 2.0 does not use AI to manage client portfolios or make autonomous investment decisions, said a Mercer spokesperson.
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