RightCapital Launches Iris(TM), the First Planning-Focused AI Agent Designed to Transform the Financial Planning Process
RightCapital, the fastest-growing financial planning software for financial advisors, today launched a groundbreaking new AI planning agent to save advisors time and enhance the quality of client financial plans. Iris is the first AI agent to directly interpret client data, capable of assisting advisors in reviewing RightCapital profile information, surfacing plan anomalies or areas of concern, and running retirement plan simulations directly in...
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