FNZ launches Advisor AI — end-to-end meeting workflow automation for 650+ wealth management institutions

AI Summary

• →FNZ, the global wealthtech platform serving over 650 financial institutions with approximately $2 trillion in assets under administration, launched Advisor AI — an embedded AI layer that automates the full advisor meeting lifecycle.
• →The platform handles pre-meeting research and briefing generation, real-time in-meeting assistance with portfolio data retrieval, and post-meeting action item documentation and follow-up drafting.
• →FNZ's scale means Advisor AI can deploy instantly across hundreds of wealth management firms without individual implementation projects, making it one of the largest AI rollouts in the wealth management infrastructure space.