Resources
Whether you're just getting started or refining your workflow—our guides, blogs, and FAQs have everything you need to streamline your RFPs, DDQs, and client communications.
Get Started
New to AdviserGPT? Our getting started guides walk you through everything you need to hit the ground running and start winning more RFPs and DDQs faster.
Blogs
Explore in-depth articles on how AdviserGPT works, how it compares to the competition, and what sets it apart—written to help investment managers make informed decisions with confidence.
FAQs
Explore in-depth articles on how AdviserGPT works, how it compares to the competition, and what sets it apart—written to help investment managers make informed decisions with confidence.
What is AdviserGPT?
AdviserGPT is an advanced AI assistant built for investment managers. It streamlines RFPs, DDQs, and client inquiries with intelligent automation while ensuring compliance and preserving your firm's distinct voice and expertise.
How does AdviserGPT use Large Language Models (LLMs) and which ones do you use?
AdviserGPT leverages advanced Large Language Models to search, analyze, and generate responses that align with your firm's tone of voice and narrative. Our system may draw from a strategic combination of enterprise-grade LLMs from industry leaders like OpenAI, Anthropic, and Google, along with specialized financial services-focused models when helpful.
Will our data be used to train your LLM(s)?
Absolutely not. We maintain strict data privacy standards - your content is used exclusively to serve your needs and will never be used to train our or any third-party LLMs. This commitment is backed by our contractual agreements with all data subprocessors.
How does AdviserGPT secure customer data?
We implement enterprise-grade security measures and do not process any PII (Personally Identifiable Information). Our system is designed to work exclusively with your business content, ensuring both optimal performance and maximum security. We maintain strict data isolation and encryption protocols throughout our infrastructure.
How long does it take to onboard?
Our streamlined onboarding process is a key differentiator. Most clients are up and running within 24 hours. Our automated content ingestion and learning systems quickly understand your firm's unique characteristics, allowing you to start leveraging AdviserGPT's capabilities almost immediately.
What kind of questionnaires can you handle?
AdviserGPT processes a wide range of financial services questionnaires including RFPs, DDQs, ESG questionnaires, security questionnaires, client inquiries, and custom information requests. We support all common file formats (PDF, DOCX, XLS, etc.) and can handle both structured and unstructured content.
Do you backup our content?
Yes, we maintain secure, encrypted backups of all your content within the Vault. Our backup system ensures business continuity while maintaining the same high security standards as our primary storage. All backups are geographically distributed and regularly tested for integrity.
What makes AdviserGPT different from general-purpose AI tools?
AdviserGPT is purpose-built for asset management and financial services sales, marketing, and client service teams. We understand industry terminology, regulatory requirements, and compliance needs. Our specialized focus means we can handle complex financial content, maintain compliance standards, and generate highly accurate, contextually appropriate responses that general-purpose AI tools simply cannot match.
Not sure where to start?
Book a demo and we'll show you exactly how AdviserGPT fits your team and workflow.