A Guide to Using Ivana as a paraplanning assistant
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.
Traditionally, it can take paraplanners hours to scan through an advisers SOA request to understand the scenario. Using Ivana, you can upload the supporting documentation and simply ask Ivana for the information you want. Then add the repsonses into the SOA Wizard scenario.