Can AI Help Advisors Make Better Portfolio Decisions?
As explored in the article, the thoughtful integration of AI is now essential for those who seek advance their offerings to stay competitive and deliver meaningful client outcomes in a rapidly developing financial ecosystem.
In the interview, Zelikovsky shares that Softlab360 blends years of machine learning expertise with advanced artificial intelligence to create solutions that enable firms to review historic portfolio management plans and understand their impact on performance. He goes on to share more about how Softlab360 creates custom solutions, such as bridging data flow gaps at custodians and portfolio management firms, offering solutions for tech-light advisors and custom integrations powered by real-time market feeds from Nasdaq and Bloomberg.
This technology-first, partnership-driven approach transforms how advisors engage with data, helping them translate complex investment histories into actionable insights for clients.
As emphasized in the interview, empowering investors with transparent decision analysis isn’t just smart technology—it’s the future of financial advice.
Watch the full interview:
