https://store-images.s-microsoft.com/image/apps.16392.5f43243e-df57-4ef8-9b6d-724bef1c6bd5.e663aebb-ba3d-44fd-ba2a-b02ffa7a352d.e630f385-ea66-4856-a4ff-4a5ac584424d.png

AdviserGPT Add In for Excel

by S2 STRATEGY, US

AdviserGPT is an advanced AI assistant for investment managers.

AdviserGPT is an advanced AI assistant for financial services investment managers. We utilize Generative AI plus advanced semantic search techniques to enable front office staff to efficiently and effectively reply to RFPs, update data-intensive DDQs, and to draft client talking points and insights. We utilize your firm's compliance-approved language and match your firm's narrative style and tone of voice.

AdviserGPT requires a monthly subscription. The Microsoft Add-In has no additional charge; it is included in the price of the AdviserGPT subscription.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.1694.5f43243e-df57-4ef8-9b6d-724bef1c6bd5.e663aebb-ba3d-44fd-ba2a-b02ffa7a352d.fed16cc4-5182-42c2-904c-91bbf78bcb76.png
https://store-images.s-microsoft.com/image/apps.64615.5f43243e-df57-4ef8-9b6d-724bef1c6bd5.e663aebb-ba3d-44fd-ba2a-b02ffa7a352d.7a8da8ab-1669-42d4-94e5-6b071ef47ea5.png