By Team Finobi
Introducing Finobi v1
Your AI Copilot for Financial Advisors is here. Built to simplify workflows and enhance client meetings with powerful AI, automation, and seamless integrations.
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Latest insights and updates from the Finobi team
Your AI Copilot for Financial Advisors is here. Built to simplify workflows and enhance client meetings with powerful AI, automation, and seamless integrations.
Revolutionizing financial advisory with AI-powered client meetings, modeling, and reporting