The AI-notetaking, assembly and automation platform GReminders, introduced this week the launch of its agentic, and thereby totally autonomous “Do Something” assistant.
“Our AI agent sits on prime of every little thing and is connected to all of an advisor’s methods,” mentioned Arnulf Hsu, founder and CEO of GReminders throughout a Could interview whereas the brand new know-how was being constructed.
The corporate launched its generative AI “Ask Something” assistant in March. Now, with “Do Something,” the platform can proactively put together for an advisor’s upcoming conferences, routinely convey related data from their CRM and might entry as much as 12 months of e mail communication.
“AI once more is superb at pulling context from issues,” mentioned Hsu. Whereas many advisors view their CRM as a glorified rolodex, Hsu’s AI has grown adept at analyzing emails and transcripts, and taking the contextual, helpful knowledge out of it.
Additionally new is what the corporate refers to as “seamless follow-through” whereby the applying captures and logs assembly notes and summaries routinely into the advisor’s CRM or system of report. Then, in accordance with GReminders, inside 30 seconds of a gathering’s conclusion, a personalised follow-up e mail draft is created and made accessible for an advisor to overview and both additional customise or ship.
All this automation and its options are configurable, letting advisors select how and when the assistant behaves, from the mixing of e mail to automation settings for workflows.
On this transfer from prompt-based, usually reactive AI into the autonomous agentic world, the corporate is bound to be adopted by its many rivals.
The “Do Something” assistant is out there now and is included at no further value for these subscribers with a GReminders’ Base Marketing strategy.
MethodPlan CRM: a New Salesforce AppExchange App for Retirement Plan Advisors
This week noticed the launch of a CRM devoted and particularly designed for retirement plan advisors. MethodPlan CRM for Retirement Plan Advisors is definitely a Salesforce AppExchange app.
Anybody who has used Salesforce must be a minimum of considerably acquainted with the AppExchange, a market for Salesforce companion apps.
“We had been searching for a complete CRM resolution to run our guide extra effectively however had been unable to seek out an out-of-the-box possibility that match the invoice,” mentioned Anne Olson, who co-founded MethodPlan with John Chandler after years of working collectively as advisors.
She mentioned the 2 determined to construct their very own resolution, documenting each step of each course of and creating the objects, relationships and workflows that finally advanced into an enterprise-level resolution.
They now wish to get MethodPlan into the fingers of different advisors who wish to management their plan knowledge and scale their companies.
She mentioned for outlets at present on Salesforce, MethodPlan will set up seamlessly inside their present Salesforce group with none further log-ins.
Further particulars, screenshots and pricing data are all accessible on the AppExchange. Backside-line pricing is $150 per person per thirty days. She mentioned solely customers who promote or handle a retirement plan guide of enterprise would want the app, that means that it’s pointless to put in it throughout a complete group.
Conquest Planning Companions with BMO in Cell Monetary Planning
AI-driven monetary planning supplier Conquest Planning introduced this week a strategic partnership with BMO by means of which the 2 corporations collaborated in constructing My Monetary Progress, a digital, self-service utility that’s accessible from throughout the financial institution’s Cell Banking platform.
With it, customers can set monetary objectives and monitor their progress over time. Core to the planning portion is Conquest’s Strategic Recommendation Supervisor, which fashions monetary situations and might help shoppers in balancing rapid wants with their long-term objectives.
The built-in interactive planning options are supposed to assist customers perceive how totally different methods affect every purpose and their general plan by means of routinely up to date visuals.
Whereas this partnership is for BMO prospects in Canada, Conquest has been actively pushing into the U.S. market, the place there isn’t any scarcity of potential banking companions probably all for AI-driven planning.
The truth is, simply two weeks in the past, Conquest introduced an $80 million Sequence B fundraising marketing campaign to help its American enlargement efforts.
Halo Investing Launches Portfolio Development Software
Chicago-based Halo Investing, which makes a speciality of structured notes and different protecting investments, launched Aura, a portfolio contextualization instrument aimed toward advisors to supply “unbiased, data-driven simulations” of structured notes inside a portfolio.
The instrument makes use of capital market assumptions and a Monte Carlo simulation engine to supply a “statistical view of how structured notes affect key metrics like return, threat and yield in portfolios beneath a variety of real-world market circumstances.”
Advisors can simulate their very own structured notes or select from preprogrammed choices and think about them inside portfolio allocations. The instrument additionally contains tutorials.
“Advisors are beneath growing strain to ship higher outcomes and defend shoppers whereas clearly demonstrating the affect of their funding selections,” Halo CEO Matt Radgowski mentioned in a press release.
Franklin Templeton Provides Managed Choices Methods to Canvas
Franklin Templeton this week added managed choices methods to its customized indexing platform, Canvas.
The brand new methods shall be managed by the Franklin Managed Choices Methods Workforce.
“This improvement enhances advisors’ means to construct customized, tax-managed SMAs that deal with particular consumer wants, and reinforces Franklin Templeton’s continued management within the fast-growing SMA business, bolstered by the speedy enlargement of direct and customized indexing,” Roger Paradiso, head of Franklin Templeton customized consumer options, mentioned in a press release.
Franklin Templeton had roughly $155 billion in SMA belongings beneath administration as of June 30, 2025. The Canvas platform accounts for $13.8 billion.
