SigFig, Datamaran, and PulseFolio are examples of artificial intelligence tools that advisors can use to assist with financial services. Financial brands like Capital One, Morgan Stanley ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals ... rapidly, the tools are changing, new tools are coming to market and the use cases are expanding.

Aggregation tools are data management tools that help financial advisors collect various customers' data from diverse sources (including banks, investment accounts, credit cards) into one platform.

Another 28% of polled advisors and financial professionals felt it was best for clients to bring them to the initial meeting to use as a discovery ... then an excellent tool to understand clients ...