top of page

Tech Stack Show Episode 10

Investing Smarter with AI with Chris Shuba

Tech Stack Show Episode 10

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Chris Shuba from Helios.

Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack



Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

Careers at NextGen

Untitled design (42).png

contact@nextgenplanners.co.uk

TERMS OF USE

PRIVACY POLICY

MEMBERS AGREEMENT

Copyright © 2024 NextGen Planners Ltd

  • LinkedIn
  • Instagram
  • Twitter
  • Facebook
  • YouTube
  • Spotify
mediamodifier_image (11).png

Join our Mailing List...

...and receive a free 'great questions' list for financial planners, curated by our members

We promise to only send you things you may be interested in. You can unsubscribe at any time.

bottom of page