Tech Stack Show Episode 10

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Chris Shuba from Helios.

Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack