Dynamic Advisor Solutions has partnered with the AI platform Aculis to introduce an artificial intelligence system made for wealth advisory firms.
Dynamic Advisor Solutions, a US-based registered investment adviser (RIA) and business solutions provider for wealth managers, has partnered with Aculis to integrate an AI-powered enterprise solution into its Wealth360 platform. The system introduces a suite of AI workflow and process agents and digital assistants The Wealth360 platform, which is offered to independent wealth advisors, is designed to provide comprehensive support for front, middle, and back-office operations, allowing adviso