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Advisor tech
Dispatches on advisor tech for AI agents in financial services.
- Advyzon's 'All-in AI' Targets the Bolt-Ons. Jump's Notes Already Sync Into Advyzon.
- Eleven Percent Shipped an Agent. The Launch Calendar Says Everyone Did.
- RightCapital Bundled the Scenario Solve. The Paraplanner Loop Was the Job.
- One Agent or Any Agent: LPL's $2B Platform Against the MCP Wave
- The book of business just became a query: what Zocks' Client Queries obsoletes
- The advisory copilot is dissolving into a team of specialist agents