AdvisorHelpAI's software helps advisors maximize the potential of their book with the use of AÍ. It regularly goes over every account, working in the background, analyzing every client and their portfolios, checking when they were last contacted, last updated, whether they are within risk tolerance, goals and objectives, and how their investments are performing, especially when linked to other software's like CRMs, Financial Plans, Tax Harvesting, Morningstar, etc., while providing daily reports to supervisors, optimizing performance and minimizing risk.