Multiply AI
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About
Multiply AI is a financial advice platform designed to modernize the advisory process through automation and AI technology. It serves financial advisers, clients seeking personalized advice, and developers looking for easy API integration. Key features include automated advice, onboarding simplification, automated meeting transcriptions, annual reviews automation, voice transcription, document generation, and customer data analysis. Multiply prioritizes security and compliance while enabling financial institutions to improve efficiency in their advisory operations. Founded by a team of experts from prestigious backgrounds, Multiply aims to bridge the advice gap and improve financial well-being for everyone.
Platform
Task
Features
• document generation
• document analysis
• voice transcription
• automated meeting transcriptions
• custom crm integrations
• hybrid advice capabilities
• customizable client portals
• customer data analysis
• risk triage system
• soft facts search
• task generation
• ai-driven annual reviews
• simplified client onboarding
• automated advice
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