The AI-notetaking, meeting and automation platform GReminders, announced this week the launch of its agentic, and thereby fully autonomous “Do Anything” assistant.
“Our AI agent sits on top of everything and is hooked up to all of an advisor’s systems,” said Arnulf Hsu, founder and CEO of GReminders during a May interview while the new technology was being built.
The company introduced its generative AI “Ask Anything” assistant in March. Now, with “Do Anything,” the platform can proactively prepare for an advisor’s upcoming meetings, automatically bring relevant information from their CRM and can access up to 12 months of email communication.
“AI again is very good at pulling context from things,” said Hsu. While many advisors view their CRM as a glorified rolodex, Hsu’s AI has grown adept at analyzing emails and transcripts, and taking the contextual, useful data out of it.
Also new is what the company refers to as “seamless follow-through” whereby the application captures and logs meeting notes and summaries automatically into the advisor’s CRM or system of record. Then, according to GReminders, within 30 seconds of a meeting’s conclusion, a personalized follow-up email draft is created and made available for an advisor to review and either further customize or send.
All this automation and its features are configurable, letting advisors choose how and when the assistant behaves, from the integration of email to automation settings for workflows.
In this move from prompt-based, generally reactive AI into the autonomous agentic world, the company is sure to be followed by its many competitors.
The “Do Anything” assistant is available now and is included at no additional cost for those subscribers with a GReminders’ Base Business plan.
MethodPlan CRM: a New Salesforce AppExchange App for Retirement Plan Advisors
This week saw the launch of a CRM dedicated and specifically designed for retirement plan advisors. MethodPlan CRM for Retirement Plan Advisors is actually a Salesforce AppExchange app.
Anyone who has used Salesforce should be at least somewhat familiar with the AppExchange, a marketplace for Salesforce partner apps.
“We were looking for a comprehensive CRM solution to run our book more efficiently but were unable to find an out-of-the-box option that fit the bill,” said Anne Olson, who co-founded MethodPlan with John Chandler after years of working together as advisors.
She said the two decided to build their own solution, documenting every step of every process and creating the objects, relationships and workflows that ultimately evolved into an enterprise-level solution.
They now want to get MethodPlan into the hands of other advisors who want to control their plan data and scale their businesses.
She said for shops currently on Salesforce, MethodPlan will install seamlessly within their current Salesforce organization without any additional log-ins.
Additional details, screenshots and pricing information are all available on the AppExchange. Bottom-line pricing is $150 per user per month. She said only users who sell or manage a retirement plan book of business would need the app, meaning that it is unnecessary to install it across an entire organization.
Conquest Planning Partners with BMO in Mobile Financial Planning
AI-driven financial planning provider Conquest Planning announced this week a strategic partnership with BMO through which the two firms collaborated in building My Financial Progress, a digital, self-service application that is available from within the bank’s Mobile Banking platform.
With it, users can set financial goals and monitor their progress over time. Core to the planning portion is Conquest’s Strategic Advice Manager, which models financial scenarios and can help clients in balancing immediate needs with their long-term goals.
The built-in interactive planning features are meant to help users understand how different strategies impact each goal and their overall plan through automatically updated visuals.
While this partnership is for BMO customers in Canada, Conquest has been actively pushing into the U.S. market, where there is no shortage of potential banking partners likely interested in AI-driven planning.
In fact, just two weeks ago, Conquest announced an $80 million Series B fundraising campaign to support its American expansion efforts.
Halo Investing Launches Portfolio Construction Tool
Chicago-based Halo Investing, which specializes in structured notes and other protective investments, launched Aura, a portfolio contextualization tool aimed at advisors to provide “unbiased, data-driven simulations” of structured notes within a portfolio.
The tool uses capital market assumptions and a Monte Carlo simulation engine to provide a “statistical view of how structured notes impact key metrics like return, risk and yield in portfolios under a wide range of real-world market conditions.”
Advisors can simulate their own structured notes or choose from preprogrammed options and view them within portfolio allocations. The tool also includes tutorials.
“Advisors are under increasing pressure to deliver better results and protect clients while clearly demonstrating the impact of their investment decisions,” Halo CEO Matt Radgowski said in a statement.
Franklin Templeton Adds Managed Options Strategies to Canvas
Franklin Templeton this week added managed options strategies to its custom indexing platform, Canvas.
The new strategies will be managed by the Franklin Managed Options Strategies Team.
“This development enhances advisors’ ability to build custom, tax-managed SMAs that address specific client needs, and reinforces Franklin Templeton’s continued leadership in the fast-growing SMA industry, bolstered by the rapid expansion of direct and custom indexing,” Roger Paradiso, head of Franklin Templeton custom client solutions, said in a statement.
Franklin Templeton had approximately $155 billion in SMA assets under management as of June 30, 2025. The Canvas platform accounts for $13.8 billion.
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