Automates and manages email workflows for investment management professionals.
Financial ServicesAutomates and manages email workflows for investment management professionals.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: portfolio review, market analysis, client inquiry, investment strategy, compliance report OR from: clients@investment.com, analysts@, @sec.gov
Search knowledge base for client portfolios and recent market reports. For portfolio review requests, forward to advisor@investment.com with client details and requested review timeframe. For compliance reports, forward to compliance@investment.com and mark as high priority. For market analysis inquiries, reply with the latest analysis summary and forward to research@investment.com. Add 'investment-management' label and star urgent communications.