Fin9

Fin9 is an AI-powered workspace built for wealth advisors and advisory teams. Bring AI conversations, intelligent agents, meeting intelligence, documents, connected tools, and everyday workflows together in one professional workspace. AI WORKSPACE Get intelligent assistance across a wide range of professional tasks. • Research information and financial topics • Analyze documents and files • Summarize information and extract insights • Draft emails, reports, and professional communications • Create plans, tasks, and action items • Prepare for client conversations • Work through complex questions • Streamline repeatable workflows AI AGENTS Go beyond conversations with intelligent agents designed to help execute multi-step professional tasks. Use agents for research, analysis, operations, client workflows, and other recurring processes. MEETING INTELLIGENCE Capture and organize important…