Interactive Brokers introduced significant enhancements to its web-based Advisor Portal, bringing advanced trading and portfolio management tools to financial advisors globally. These updates aim to streamline client account management and trading workflows.
New tools include Portfolio View, Allocation, Rebalance, and Tax Loss Harvesting, designed to help advisors optimize client portfolios efficiently. US-based advisors can now access the AI Commentary Generator, a generative AI tool for creating custom portfolio performance reports and market commentary.
Steve Sanders, Executive Vice President of Marketing and Product Development, emphasized that the AI-powered tool helps advisors save time, deliver value, and focus on client relationships. The AI Commentary Generator is integrated with PortfolioAnalyst reporting and is expected to roll out worldwide.
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