{"id":19211,"date":"2025-07-18T15:13:10","date_gmt":"2025-07-18T15:13:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/19211\/"},"modified":"2025-07-18T15:13:10","modified_gmt":"2025-07-18T15:13:10","slug":"investor-ai-sentiment-lukewarm-and-new-ai-features","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/19211\/","title":{"rendered":"Investor AI Sentiment Lukewarm and new AI Features"},"content":{"rendered":"

I\u2019ve paid a lot of attention to advisor sentiment<\/a> regarding AI of late<\/a>.<\/p>\n

New findings from the 2025 Natixis Investment Managers Individual Investor Survey caught my attention this week.<\/p>\n

The 705 U.S. respondents, which represented just 10% of this global survey, indicated that 63% of the Americans surveyed view AI as little more than a helpful tool, while 27% think the technology represents a significant threat to their jobs and livelihood.<\/p>\n

When it came to the investment potential, 54% thought of AI as \u201ca bubble waiting to burst.\u201d Meanwhile, 28% believed AI represented the largest investment opportunity of their lifetime.<\/p>\n

Then we arrive at how U.S. investors view AI\u2019s role in managing investments: among those not currently using robo advisors, 25% reported they would be more likely to use automated advice following the AI boom, which is much lower, by almost half, than the 46% of global investors (many of whom have had little to no exposure to the technology).<\/p>\n

One other batch of tidbits brought me a good chuckle, however: only 13% of U.S. investors are currently invested in crypto, with 15% indicating they plan to invest.<\/p>\n

The survey found that most U.S. investors\u201465%\u2014still view digital assets as speculative rather than practical, and just 28% of those with an advisor have discussed it with them. Even so, some 25% of respondents indicated that they thought new vehicles like ETFs could increase the appeal of crypto.<\/p>\n

Related:Nvidia Hits $4T and Hope in a Credit Union’s AI Acquisition<\/a><\/p>\n

The survey was conducted between February and March 2025, and the U.S. investors surveyed have a median of $625,000 in net investable assets and a median annual income of $200,000.<\/p>\n

The bulk of the 7,050 individual investors surveyed represented 21 counties across Asia, Europe\/EMEA, North America and the United Kingdom.<\/p>\n

While there has been no shortage of new developments amongst the milieu of competing standalone AI notetakers recently, this week, two wealth management platform providers announced respective AI initiatives.<\/p>\n

Advisor360\u00b0 Advisors Can Now Talk to (Their) Parrot<\/p>\n

In January, the enterprise wealth management platform provider Advisor360\u00b0 (originally spun out of Commonwealth Financial) acquired Boston-based Parrot AI<\/a>\u2014and its 12-person team\u2014with Advisor360\u00b0 then initially rolling it out to its advisor users in April.<\/p>\n

This week, the company introduced additional enhancements for its AI virtual assistant, including the ability to go hands-free and use voice-enabled prompts. Advisors or staff can speak to the AI using natural language and create new contacts or assign tasks, among other things. Content responses for over 400 frequently asked questions have also been built into the AI.<\/p>\n

Related:Quinn Signals Another Wave in the Great Advisor Tech Acceleration<\/a><\/p>\n

In addition, Advisor360\u00b0 has further consolidated user search capabilities across the platform, including improved practice-level and back-office analytics between financial and CRM data, allowing advisors to search across millions of accounts.<\/p>\n

Before its acquisition, Parrot AI was part of a growing and increasingly competitive landscape of standalone AI-powered and highly automated, notetaking, transcription, communications-producing and workflow automation platforms available to advisors.<\/p>\n

Nitrogen Advisors Can Join the Waitlist for AI Meeting Center<\/p>\n

When\u00a0Riskalyze announced its rebranding to Nitrogen in mid-2023,\u00a0it also debuted Nitrogen AI<\/a>, its virtual content assistant \u201cpowered by some of the most popular AI engines.\u201d<\/p>\n

This week, Nitrogen made its initial announcement about its forthcoming AI Meeting Center, which has been developed to eliminate the need for advisors to pay for and integrate with any third-party AI notetaking and automation platforms. The idea is to get the same functionality without having to leave the Nitrogen ecosystem.<\/p>\n

When available, it will allow advisors to record and transcribe advisor-client meetings and produce real-time meeting summaries and updates to an advisor\u2019s CRM.<\/p>\n

The company will unveil the new Meeting Center during an August virtual launch event, and advisors can find out more about the product on the\u00a0Nitrogen website<\/a>.<\/p>\n

Masttro partners with Arch<\/p>\n

Finally, technology competition on the ultra-high net worth front may be getting a bit more interesting. This week,\u00a0Masttro, a wealth management platform for advisors serving the UHNW<\/a>, be they family offices, RIAs, or other wealth managers, announced a strategic partnership with\u00a0Arch, the private markets portal of portals<\/a>.<\/p>\n

Arch focuses on automating operations and reporting for private investments and\u00a0offers its services for any investment involving a GP or LP structure, private companies, direct real estate investments and direct start-up investments<\/a>. Arch is meant to eliminate what used to be a manual process, such as the tedious collecting of K-1s and the tracking of capital calls.<\/p>\n

The integration is meant to enable the routing of real-time alternative investment data into Masttro\u2019s platform. This will, in turn, help power the visualization of a client\u2019s wealth across liquid and illiquid assets and liabilities and aggregate it all on a single dashboard.<\/p>\n

Masttro has proprietary feeds from more than 600 global custodians and competes with Addepar.<\/p>\n","protected":false},"excerpt":{"rendered":"I\u2019ve paid a lot of attention to advisor sentiment regarding AI of late. New findings from the 2025…\n","protected":false},"author":2,"featured_media":19212,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":["post-19211","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/19211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=19211"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/19211\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/19212"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=19211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=19211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=19211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}