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WEBINAR

Personalized Financial Advice in the AI Era

Wavvest Planning:
AI-Powered and Accessible Through AscendOS™

Whether you’re looking to build or buy an AI-powered financial planning tool, it helps to see an existing tool in action.

In this recorded webinar from December 2025, learn how one of our clients, Wavvest, has built their AI assistant, Wavvest Planning.

This demo includes many of their AI-powered tools, including automated account opening, a multi-goal family plan, a tax-aware account transition plan, and more.