AI Agents for Advisors: Why the Best Agent Is the One That Knows When to Stop

Orrigo AI was recently written up by Craig Iskowitz of Ezra Group in his Wealth Tech Today publication, a site that covers technology and tools for RIAs and asset managers.

Here’s what stood out to Craig about Orrigo:

• We never let AI just “trust itself.” Every answer gets a trust score, and an actual person / marketer makes the final call (not a bot).

• We focus on one job—RFPs, DDQs and related Client Communications—instead of trying to do everything. Craig said that's exactly what makes it effective. .

• We integrate data from the leading consultant data distribution tools so your data stays current.

• The ‘copy-paste tax’ is removed entirely, instead, RFP writers become auditors and improvers.

Interested in the full breakdown of Orrigo? Read the full article here.