Parrot AI
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
60 Thoreau St PMB 258, Concord, Massachu...Website
www.parrot.aiRevenue
<$5 MillionIndustry
About Parrot AI
Advisor360° offers Parrot AI, an innovative AI assistant specifically designed for financial advisors. The platform facilitates enhanced client interactions by automating note-taking, meeting transcriptions, and organizing client data while ensuring compliance. Targeting various financial service providers such as independent broker-dealers, insurance broker-dealers, and RIA aggregators, it helps streamline operations and improve efficiency. With a focus on security and user empowerment, Advisor360° aims to transform the wealth management experience for advisors and their clients.Explore more
Parrot AI Org Chart
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Parrot AI Tech Stack
A closer look at the technologies used by Parrot AI
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Advisor360° offers Parrot AI, an innovative AI assistant specifically designed for financial advisors. The platform facilitates enhanced client interactions by automating note-taking, meeting transcriptions, and organizing client data while ensuring compliance. Targeting various financial service providers such as independent broker-dealers, insura... Read More
