CFO Silvia pitches an AI assistant for tracking investments
CFO Silvia says 12,000-plus investors use its service to track $50 billion-plus in assets.
TLDR
CFO Silvia markets itself as a personal AI financial assistant for tracking accounts, assets and investment positions. A promotional endorsement calls using AI to manage the author's portfolio and finances a “major unlock” and recommends connecting accounts, asking questions and running scenarios with the service.
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2 Sources, first seen ago
