Are you looking to use AI as a paraplanning assistant?

In this guide, we show you how you can upload files using the iC2 SOA Wizard, and then chat to Ivana as a secure AI powered paraplanning assistant.

We are excited to introduce Ivana, your new Safe AI assistant, designed to support and enhance your financial advisory business. 

Who is Ivana?

Ivana is an Intelligent Virtual Advice Network Assistant (IVANA).