RightCapital's new AI agent Iris helps advisors create financial plans by analyzing client data and identifying ...
Iris offers AI-driven planning insights across the RightCapital platform, developed to save time and enhance planning ...
The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.
Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
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