$20B Modera Wealth Management Launches AI Operating Platform
AI SummaryAI-generated — verify against the source.Modera Wealth Management, a $20B RIA, has launched a proprietary AI operating platform named 'Mira' developed with OnTrade. The platform is designed to automate operational workflows, identify business growth opportunities, and streamline acquisition processes, serving as a case study for large-scale AI integration in wealth management.
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