For those advisors already using the popular Redtail or Wealthbox customer relationship management platforms, Hubly, a workflow management tool that has bidirectional integrations with both, just ...

Your time is worth more than busywork. Use these ChatGPT prompts to eliminate low-value tasks and reclaim hours every week. Start automating today.

AI is not automating jobs in one go; it is disassembling them into tasks, deleting repetitive work, and forcing new human ...

Okay, sir. The post Microsoft AI CEO: Virtually All White Collar Tasks Will Be Automated Within a Year and a Half appeared ...

Last week, Google started letting users migrate away from Assistant Reminders to Google Tasks and is now starting the automatic transfer for Workspace users, with personal accounts following soon.

Since I don't have enough funds at the moment to fully order a server to manage some of these misc. items, right now I'm currently using a PC tower that is primarily dedicated to running a batch file ...