Intelligent Decision Tools™
KNOWLEDGE REPRESENTATION & REASONING
AI driven solution that seamlessly answers any personal financial planning question in a few minutes or less!
Features at a Glance
Our AI driven solution simulates the process of how human financial advisors work with clients. IDT answers both routine and complex personal financial planning questions through a concise Q&A process typically taking a few minutes or less.
The result is specific recommendations based on the user’s profile.

Expert Advice
Expert advice on virtually any personal financial topic, enabling confident financial decisions and providing an enriching user experience.

Qualitative Analysis
Identifies targeted quantitative analysis, as well as qualitative questions, based on an individual’s profile through an interactive and intelligent Q&A process.

Knowledge Engineering
Automates the process of providing expert financial planning advice by leveraging advanced data modeling linked to knowledge engineering within a rules-based expert system.

Minimal Data Entry
Addresses a broad spectrum of financial planning questions, requiring minimal data entry while facilitating a quick and simple process.

Contextual Guidance
Presents user guidance and supporting in-depth topical information at the right time and in the right context.

FINRA-Reviewed Content
Minimizes time to implementation through presentation tools including supporting clear FINRA-reviewed content.
