Buyer Fit
Target firm types
- Wealth Management Firms
- Brokers-Dealers
Target firm size
- Enterprise
Product Description
Product Positioning
AI-powered meeting intelligence capability embedded in the Advisor360° enterprise wealth management platform.
Description
Parrot AI captures and transcribes advisor-client meetings and generates summaries and action items that flow back into the Advisor360° platform workflow.
Integrations
Parrot AI by Advisor360° has 3 integrations in our directory
Search below to find what you're looking for
- Redtail Level 3
- Salesforce Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
