Adviscent is a FinTech startup specialized in innovative information management solutions for advisory processes. It developed Interactive Advisor, a content and personalization hub that integrates we...
Adviscent is a FinTech startup specialized in innovative information management solutions for advisory processes. It developed Interactive Advisor, a content and personalization hub that integrates wealth management research processes into one platform. Interactive Advisor's intelligent recommendation engine helps financial advisors deliver content that fully matches client profiles and preferences at any point within the client journey. In turn, they gain key insights into what their clients want. Adviscent partners with chief investment officers and research departments that create and distribute research and investment advice to clients, prospects and client advisors. As an acknowledged advisory enabler, it helped transform the advisory business of reputable banks and large financial institutions.