Product March 2026 - Product update
No clicks. No keystrokes. Just voice. Manage your AI assistant the same way you’d direct a team member.
March 9, 2026
Blog
Insights & Updates
Thoughts on AI, productivity, and the future of financial advisory.
Product 
Product February 2026 – Product update
We've released "Memories" and an integration with the best speech-to-text model in the world. Next month, we launch document processing for tax and portfolio analyses, a Google Chrome extension, and the first agentic system to update CRM data and manage emails.
February 2, 2026
Product January 2026 – Product update
We released updates that could save you about 5 extra hours a month.
January 5, 2026
Product December 2025 – Product update
We just released updates that could save you about 5 extra hours a month. And check the updated roadmap at the bottom for another 5–10 hours of savings on the way.
December 1, 2025
CEO Insights GPT-5 and AI for advisors
Founders/leaders of AI startups were asked key questions in SF. I'm sharing my answers.
August 12, 2025
CEO Insights From idea to advice
Large language models are eliminating traditional software interfaces. What happens when financial advice moves from idea to execution instantly?
November 8, 2024
CEO Insights The economics of AI
AI breakthroughs won a Nobel yesterday. We know who’s driving the innovation—but who’s cashing in?
October 9, 2024
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