Multiply

multiply.ai

Multiply is a multi-award-winning algorithmic and AI platform for financial advice, designed to enhance efficiency and deliver personalized advice. The platform automates processes such as client onboarding and annual reviews, significantly reducing administrative burdens for financial advisers. With features like voice transcription, document generation, and customizable client portals, Multiply differentiates itself by providing a comprehensive, secure, and compliant solution tailored for both advisers and clients. The company has secured notable clients like Advanta Wealth and has been recognized for its innovative use of AI in the financial sector, positioning itself as a leader in the market.