Phase 7
Wealth Wrangler
Work with the My VECTR intelligent family office assistant safely and effectively.
7 topics
Getting started with AI assistance
An introduction to Wealth Wrangler.
Asking questions
Ask clear questions and get useful answers.
Financial explanations
Get plain-language explanations of your finances.
Document questions
Ask questions about your uploaded documents.
Voice interaction
Talk to Wealth Wrangler using your voice.
Requesting advisor assistance
Hand a conversation off to your advisor.
AI privacy and security
How your data is protected when using AI features.