FinaMetrica measures how much financial risk a client is willing to take, and nothing else. No asset allocation attaches to the score itself. Version 4.0 arrives on 1 October, replacing growth asset percentages with Portfolio Risk Score comfort ranges.
Wealthcraft Research is Morningstar’s fund research module, built new rather than lifted from the desktop application it stands in place of. The workflow is conventional. The data behind it is not, and research bought on its own does not carry client management.
Marloo is an AI assistant that captures the meetings, emails and files behind an advice relationship and turns them into a structured client record, advice documents and follow-up tasks. It sits in the front office between the meeting and the finished document. This overview covers what it does, how it fits an advice firm’s technology stack, what it costs, and where its scope ends.
Wealthcraft Analytics applies one analytical framework to both sides of a recommendation, so a client’s existing holdings and a proposed model are measured on identical terms. How useful that is depends on two setup decisions most firms make once and then live with.
Planbot builds AI versions of the forms and reports an advice firm already uses, or supplies a set of its own. We look at how the builder works, where the AI is allowed to write, what it costs, how client data is handled, and what the product does not do.
Pennee is a conversational assistant built into Timeline’s advice software. Instructions are typed in plain language and carried out across the client records, planning tools, portfolio data and reporting the firm already holds. Unlike assistants that connect into a firm’s systems from outside, Pennee sits inside the advice stack, which shapes both what it can do and where its limits fall.
Identity-verified secure email that lets advisers and firms exchange confidential information through ordinary email, with recipient authentication, message recall and a full audit trail of delivery.
Novium is a free-to-use protection sourcing portal that adjusts quotes for build and nicotine so results can be ranked on a comparable basis.
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Explore practical lessons on getting the best from Claude AI, with honest tips on prompts, constraints, and supervision for more reliable results.
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