Wealth Management GPT
AI writing tool with advisor-specific templates for blogs, client communications and financial education content
San Mateo, CA, USwealthmanagementgpt.comNot yet confirmed by the company
What it does
Wealth Management GPT is a generative AI writing tool made for financial advisors and the staff and firms that support them. It launched in June 2023, was founded by Marc Butler, a former president and COO of Skience, and is built on OpenAI models.
Users work from a dashboard of advisor use-case templates, for example drafting a blog post or explaining a complex investment topic in plain language for clients. The tool suggests changes to wording and tone, helps tailor messages to individual clients and prospects, and stores documents and workbooks. An enterprise tier adds team controls, security options and training. Bolton Global Capital announced a partnership to provide the tool to its advisors, later adding Spanish and Portuguese content.
Published pricing is $20 per user per month or $192 per year, with enterprise pricing on request. The company lists an address in San Mateo, California.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Advisor use-case writing templates
- Blog post generation
- Tone and wording suggestions
- Personalized client communications
- Document and workbook storage
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Creator $20/user/month; Pro $192/user/year; Enterprise contact sales
- Deployment
- Cloud
Integrations
- OpenAI
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