AI for Financial Advisors Takes a Step Forward at SYNERGY26

TradePMR by Robinhood announced Robinhood Cortex for Advisors, an AI tool coming to the Fusion platform at no additional charge to advisors using Fusion.
The AI underlying Robinhood Cortex for Advisors has already been deployed across nearly one million retail Robinhood investors.
The tool is built to deliver insights across portfolio positions, surface tax optimization opportunities, and streamline meeting preparation and recap.
Abhishek Fatehpuria, VP of Product Management at Robinhood, described a platform where data moves naturally, workflows connect to each other, and intelligence appears where advisors expect it.
Joanna Stern, author of I Am Not a Robot and founder of The New Things, advised advisors to use AI to move faster and spark ideas while keeping human judgment in the loop.
Presenters concluded that AI in wealth management is currently "middle-to-middle" rather than end-to-end, with advisors most comfortable applying it to note-taking and form completion.
Korrine Kohm, Head of Wealth Management at altPilot Group, recommended firms administer an internal survey of AI tool usage to support audits and reviews and to identify candidates for enterprise-level licenses.

Knote: Don't forget about AI governance.