AdvisoryAI Plannr Integration | With Evie: AI Assistant for Financial Adviser Meetings
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YouTubeAdvisoryAI
AdvisoryAI Plannr Integration | With Evie: AI Assistant for Financial Adviser Meetings
In this demo, we’ll show you how to integrate Plannr with AdvisoryAI’s Evie, an AI assistant for financial advisers, and streamline your client data management. Josh walks through the step-by-step process of syncing client details, running a Fact Find automation, and using Evie — your AI-powered advisor assistant — to pull and push data ...
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