Note sull'episodio
Discover how AI is transforming financial advice in this Simply Be Found Huddle with Alexander Harmsen â co-founder of Portfolio Pilot. This revolutionary platform offers personalized, secure, and SEC-compliant investment guidance tailored for everyday investors, small business owners, and even those brand new to finance.
đ Key Takeaways:
â What Portfolio Pilot is and who itâs for
â How AI delivers personalized financial advice
â Portfolio optimization based on your real data
â The trust problem with traditional advisors
â Why second opinions on your portfolio are essential
â How the system works with crypto, real estate, loans, stocks, etc.
â The tech and regulatory foundation behind the platform
đ Huge thanks to Alexander Harmsen for his insights into how AI can empower smarter, safer inve ...Â