Electronic trading major Interactive Brokers recently introduced new features and services to help advisors on its platform.
Commentary Generator is an innovative tool leverages generative AI to automatically create reports for clients that summarize their latest portfolio performance and ticker-specific news. The Commentary Generator automatically compiles and summarizes the latest portfolio performance updates and ticker-specific news from industry-leading sources such as Benzinga, Traders’ Insight, the Fed’s Beige Book, and others.
This feature is designed to streamline advisors’ workflow, saving their valuable time.
The AI combs through dozens of sources and cites them for advisors’ convenience, saving their time and allowing them to complete research that would otherwise take hours in seconds. Edit the text as needed, then download a PDF for easy distribution.
Recent enhancements for advisors concern Client Profiles. Advisors can now add Customer Profiles to Custom PortfolioAnalyst reports to assist with client information reviews and compliance obligations. Simply elect to add the “Profile” to Custom PortfolioAnaylst reports to include the following fields: Ages, Investment Objectives, Estimated Net Worth Annual Net Income, Investment Experience, and more.
