power of the Anthropic ecosystem<\/a> and have deployed enterprise versions of ChatGPT and Claude to the entire organization. Common use cases include communication, research, and prioritization. We\u2019re leveraging Claude Code to help build custom software applications, including custom proposal generation, API build-outs, systems integration, and custom information security bots.<\/p>\nStackAI enables us to build no-code AI workflows connecting various systems in a scalable and secure manner. This has significantly reduced the time to develop internal software solutions.<\/p>\n
We use ThoughtSpot to support our end-to-end operational business analytics as a governed single-source of truth. This application leverages data in our data lakes to provide real-time access and analysis of our operational data, including new client leads and opportunities; account-level asset flows and balances, which can be rolled up at the household, advisor, and company levels; and client engagement and service metrics.<\/p>\n
Direct Indexing and\/or Tax-loss harvesting services: Aperio and 55ip<\/p>\n
Aperio has deep direct-indexing expertise, and we leverage their solutions for tax-efficient direct-indexing and for their charitable giving optimization.<\/p>\n
We like JPMorgan’s [55ip] smart tax investment portfolio transition, which is powered by technology that allows investors to input an annual tax budget for funding with a concentrated position. They have flexible funding options, including cash, stocks, ETFs, or mutual funds.<\/p>\n
Other Tools \/ Not Listed: Hubspot<\/p>\n
Hubspot provides scalable lead management functionality and integration with our external business partners and internal applications. Data is easily accessible, and recent AI-infused functionality around lead scoring and personalization have aided in effective lead management.<\/p>\n
As told to senior reporter Alex Ortolani and edited for length and clarity. The views and opinions are not representative of the views of Wealth Management.<\/p>\n
Want to tell us what\u2019s in your wealthstack? Contact Alex Ortolani at [email\u00a0protected]<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"More than a decade ago, we chose to modernize and unify our IT infrastructure and build a team…\n","protected":false},"author":2,"featured_media":774869,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-774868","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/774868","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=774868"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/774868\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/774869"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=774868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=774868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=774868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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