Webinar Registration

Using AI to Monitor Client Portfolios:
A Smarter Way to Stay Informed

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Thursday, August, 28

01:00pm ET

60 minutes

Harry Mamaysky, Ph.D., QuantStreet Capital

Founder QuantStreet Capital

Presenter Bio

What You'll Learn

Your clients expect you to stay ahead of the curve — not just on markets, but on what’s happening with their portfolios.

Join Dr. Harry Mamaysky, founder of QuantStreet Capital and professor at Columbia Business School, for a practical and eye-opening session on how financial…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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Webinar Description
Your clients expect you to stay ahead of the curve — not just on markets, but on what’s happening with their portfolios.
Join Dr. Harry Mamaysky, founder of QuantStreet Capital and professor at Columbia Business School, for a practical and eye-opening session on how financial advisors can leverage AI tools like Gemini and ChatGPT to efficiently monitor news and developments related to the asset allocations in their clients' portfolios.
In this webinar, you’ll learn how to:
Use AI-powered workflows to surface relevant news about client holdings — without spending hours on Google or Bloomberg
Combine large language models’ summarization ability with public news feeds to quickly spot red flags or new opportunities
Streamline portfolio oversight using low-cost tools you can implement today
Understand how advisors can ethically and effectively integrate AI into their research process
Whether you manage individual stocks, ETFs, or mutual funds, this session will equip you with the insights and tools to enhance your due diligence and deepen client trust.