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Finpilot

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Automate data collection, analysis, and reporting with AI-driven precision.

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Finpilot Information

What is Finpilot?

Finpilot is an AI-powered knowledge management platform designed for RIAs and other finance professionals. It consolidates knowledge from various sources like documents, emails, and presentations into a smart, easily accessible resource. Finpilot helps users find essential intel, flatten learning curves, and extract/summarize information. It also offers features like chat-based knowledge analysis, instant report generation, exposure analysis, returns data management, and structured data creation.

Finpilot Core Features
  • check_circle AI-powered knowledge consolidation
  • check_circle Chat-based knowledge analysis
  • check_circle Instant report and briefing generation
  • check_circle Automated action triggers
  • check_circle Exposure analysis
  • check_circle Returns data management
  • check_circle Structured data creation

Finpilot Pricing

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