The independent wealth firm’s advisors will now have access to Wealth Management GPT, a provide of AI-driven business management tools.
Bolton Global Capital has partnered with Wealth Management GPT to provide its network of advisors with access to new AI-driven business management solutions, the group announced Tuesday.
The AI tools will help improve the efficiency of the independent wealth manager’s advisors through multi-language marketing capabilities, enhanced personalized communications, streamlined workflows, and efficient content generation options.
‘Our partnership with Wealth Management GPT provides financial advisors with unprecedented potential to better serve their clients and achieve a superior outcome. With its advanced capabilities and intuitive interface, this tool is set to be a game-changer,’ said Matt Beals, Bolton’s chief operating officer.
Bolton’s advisors will be able to use the AI tool to, for example, create 500-word blogs almost instantly or analyze the context and purpose of their client messaging to deliver a more tailored service.
Wealth Management GPT will also allow Bolton’s advisors to create AI-generated content in English, Spanish, and Portuguese – a feature that is exclusive to Bolton, to suit the needs of its international clientele, according to the firm.
Since the start of the year, Bolton has added a handful of international advisors to its network.
Earlier this month, Cristina Acosta joined its Miami office from Cardea Capital where she ran a $300m client book for ultra-high net worth clients and families from Latin America.
In April, Bolton also recruited a $200m international from Morgan Stanley and in February boosted its leadership team with the hire of Doug Flaherty as chief growth officer responsible for advisor recruitment and Ricardo Morean as Miami complex manager.
