Overview of AdviserGPT: Agentic AI for Investment Managers

Agentic AI for Investment Managers

Investment managers face constant pressure to respond to RFPs, RFIs, DDQs, and 15(c)s — accurately, compliantly, and at scale. AdviserGPT is a specialized suite of AI agents designed to handle exactly that, automating the most time-intensive parts of client acquisition and communications while keeping compliance front and center.

Unlike horizontal RFP automation tools, AdviserGPT learns your firm's language, tone, and approved messaging — so every response is on-brand from the start. It works where your team already works, with plug-ins for Microsoft Word, Excel, and Chrome, and integrates directly with leading data vendors to automate quantitative updates in DDQs.

The results speak for themselves:

• Questionnaires up to 80% complete before your team touches them

• Full onboarding in as little as one week

• Consistent, compliant responses whether you're sending five documents or five hundred

• No PII required, and your data is never used to train underlying models

AdviserGPT helps your team produce better work, faster — without adding headcount.

Download the full data sheet to see how AdviserGPT stacks up against general-purpose tools.