Introducing: AdviceGPT Project
Meet Finley, your personal AI financial adviser, who combines cutting-edge technology with human-like understanding to provide personalised financial guidance.
Disclaimer: AdviceGPT is a research project still under development and testing. AdviceGPT is not authorised to provide financial advice. It's not to be used as an actual advice service.
Empowering Your Clients Financial Journey with Intelligent Insights
At IIP, we understand the future of your financial advice business will include the use of AI technology. That's why we have developed a state-of-the-art AI financial adviser designed to engage with clients and assist with providing scalable advice solutions.
Meet Finley, an AI financial adviser, who combines cutting-edge technology with human-like understanding to provide a unique and personalised client onboarding experience.
Finley is here to collect client data, and offer financial guidance tailored to your clients unique financial goals.
FAQ’s
What is AdviceGPT Project?
AdviceGPT is a research project that facilitates the testing of the cognitive abilities of AI, and its ability to formulate advice. We believe that the future of advice will incorporate AI technology. So we are researching the cognitive capabilities of AI to assist advice practices to deliver advice in the new-age.
AdviceGPT is not to be used as an actual advice service.
How does it work?
AdviceGPT facilitates a conversation between the user, and AI. This conversation is controlled by specific question and answer parameters (Fact Find and chat) that maximise the power of OpenAI's technology.
What AI Model is used?
AdviceGPT currently uses OpenAI’s GPT 4.
What personal information is shared?
When entering information the user needs to be aware of the information they are submitting. We have configured responsible AI in our own secured Microsoft environment in Australia. Data is not sent to ChatGPT or OpenAI.
AdviceGPT does not submit the users email address, or password with Microsoft or ChatGPT.
Is AdviceGPT Authorised to provide personal financial advice?
AdviceGPT is not an authorised representative of an AFSL. At this stage, the technology is only a research project that facilitates the testing of the cognitive abilities of AI, and its ability to formulate advice.