WMAI Solutions
AI TOOLS
RetirementNow powered by Boldin is a retirement planner that caters to the user's specifics. It is one of our recommended tools for anyone looking to define their future. In this video we will take you through the process, as well as the metrics of this software.
Retire Smart MY
Unlock a smarter, more secure retirement with Retire Smart – your AI-powered financial guide to a brighter future
**Powered by AI and Machine Learning
Jake Bonilla
Retire Smart MY is an AI-powered chat tool designed to simplify retirement planning by providing personalized advice. It asks questions about your income, savings, and goals to create tailored strategies, from savings plans to investment recommendations.
- This video showcases the way STREETBEAT is used to create personalize portfolios. Different plans, stocks, investments and trades with a chatbot that helps develop a personalize portfolio for your personal conveniences
Jasper AI
Helps content creators generate ideas from scratch, write any type of content, and maintain a consistent brand tone. It saves you time and costs since you can generate engaging and high-quality marketing copy with a single prompt.
**Powered by OpenAI's GPT
Michael Furgang
Jasper AI is an AI tool designed to create and improve content across a variety of platforms, such as emails, reports, and marketing materials. Jasper AI can assist advisors in financial planning by creating marketing content, crafting tailored client communications, and preparing financial documents. By automating these tasks with Jasper Ai, Financial planners can concentrate more on making strategic decisions and interacting with clients.