I’ve paid a lot of consideration to advisor sentiment concerning AI of late.
New findings from the 2025 Natixis Funding Managers Particular person Investor Survey caught my consideration this week.
The 705 U.S. respondents, which represented simply 10% of this international survey, indicated that 63% of the Individuals surveyed view AI as little greater than a useful software, whereas 27% assume the expertise represents a big menace to their jobs and livelihood.
When it got here to the funding potential, 54% considered AI as “a bubble ready to burst.” In the meantime, 28% believed AI represented the biggest funding alternative of their lifetime.
Then we arrive at how U.S. buyers view AI’s function in managing investments: amongst these not at the moment utilizing robo advisors, 25% reported they’d be extra doubtless to make use of automated recommendation following the AI growth, which is far decrease, by nearly half, than the 46% of worldwide buyers (lots of whom have had little to no publicity to the expertise).
One different batch of tidbits introduced me chuckle, nonetheless: solely 13% of U.S. buyers are at the moment invested in crypto, with 15% indicating they plan to take a position.
The survey discovered that almost all U.S. buyers—65%—nonetheless view digital property as speculative slightly than sensible, and simply 28% of these with an advisor have mentioned it with them. Even so, some 25% of respondents indicated that they thought new autos like ETFs might improve the attraction of crypto.
The survey was carried out between February and March 2025, and the U.S. buyers surveyed have a median of $625,000 in web investable property and a median annual revenue of $200,000.
The majority of the 7,050 particular person buyers surveyed represented 21 counties throughout Asia, Europe/EMEA, North America and the UK.
Whereas there was no scarcity of recent developments amongst the milieu of competing standalone AI notetakers lately, this week, two wealth administration platform suppliers introduced respective AI initiatives.
Advisor360° Advisors Can Now Discuss to (Their) Parrot
In January, the enterprise wealth administration platform supplier Advisor360° (initially spun out of Commonwealth Monetary) acquired Boston-based Parrot AI—and its 12-person workforce—with Advisor360° then initially rolling it out to its advisor customers in April.
This week, the corporate launched further enhancements for its AI digital assistant, together with the power to go hands-free and use voice-enabled prompts. Advisors or workers can communicate to the AI utilizing pure language and create new contacts or assign duties, amongst different issues. Content material responses for over 400 ceaselessly requested questions have additionally been constructed into the AI.
As well as, Advisor360° has additional consolidated consumer search capabilities throughout the platform, together with improved practice-level and back-office analytics between monetary and CRM information, permitting advisors to go looking throughout thousands and thousands of accounts.
Earlier than its acquisition, Parrot AI was a part of a rising and more and more aggressive panorama of standalone AI-powered and extremely automated, notetaking, transcription, communications-producing and workflow automation platforms accessible to advisors.
Nitrogen Advisors Can Be a part of the Waitlist for AI Assembly Heart
When Riskalyze introduced its rebranding to Nitrogen in mid-2023, it additionally debuted Nitrogen AI, its digital content material assistant “powered by among the hottest AI engines.”
This week, Nitrogen made its preliminary announcement about its forthcoming AI Assembly Heart, which has been developed to get rid of the necessity for advisors to pay for and combine with any third-party AI notetaking and automation platforms. The concept is to get the identical performance with out having to depart the Nitrogen ecosystem.
When accessible, it would enable advisors to file and transcribe advisor-client conferences and produce real-time assembly summaries and updates to an advisor’s CRM.
The corporate will unveil the brand new Assembly Heart throughout an August digital launch occasion, and advisors can discover out extra in regards to the product on the Nitrogen web site.
Masttro companions with Arch
Lastly, expertise competitors on the ultra-high web value entrance could also be getting a bit extra attention-grabbing. This week, Masttro, a wealth administration platform for advisors serving the UHNW, be they household places of work, RIAs, or different wealth managers, introduced a strategic partnership with Arch, the personal markets portal of portals.
Arch focuses on automating operations and reporting for personal investments and presents its providers for any funding involving a GP or LP construction, personal firms, direct actual property investments and direct start-up investments. Arch is supposed to get rid of what was a guide course of, such because the tedious gathering of Ok-1s and the monitoring of capital calls.
The combination is supposed to allow the routing of real-time different funding information into Masttro’s platform. It will, in flip, assist energy the visualization of a consumer’s wealth throughout liquid and illiquid property and liabilities and mixture all of it on a single dashboard.
Masttro has proprietary feeds from greater than 600 international custodians and competes with Addepar.
