Integrated Partners has partnered with Invent, a technology and data management firm, to launch an advisor dashboard powered by artificial intelligence.
The dashboard represents a major leap forward in how advisors can manage, scale and future-proof their practices, Andree Mohr, president of Integrated Partners, said in a statement.
“Advisors face increasing complexity in a landscape where time is their most precious resource,” Mohr said. “With this platform, we’re giving them that time back. We’re freeing them to focus on building relationships, delivering value and accelerating the growth of their business.”
The new dashboard is built around four fundamental advisor pain points, Mohr said.
These include system overload, or the need to toggle between multiple systems to access client data and complete routine tasks; siloed data, which has traditionally prevented advisors from fully leveraging analytics tools and accessing real-time business metrics; limited customization, which has stopped advisors from tailoring their own workflows; and a lack of scalability, which has hampered growth.
One of the platform’s standout innovations, according to Mohr, is RAI, a proprietary AI assistant built into Invent in partnership with ARQA, an AI-enabled platform that helps advisors by delivering streamlined access to portfolio information. Specifically, RAI helps advisors retrieve business insights, access marketing collateral and initiate routine tasks like client communications.
“In a world where markets shift, technologies evolve and client expectations continue to evolve, we believe advisors deserve tools that offer greater control,” added Paul Saganey, founder and CEO of Integrated Partners. “The Integrated Dashboard isn’t just about staying competitive — it’s about reimagining how we work.”
Pictured: Paul Saganey
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.