Super Agent
Robert
Financial Advisor
Created by Yobi
4.9 (145 reviews)
50 min setup
About This Agent
Expert financial AI that provides investment guidance, portfolio analysis, retirement planning, and tax optimization strategies. Robert helps clients make informed financial decisions.
Key Features
Investment portfolio analysis
Retirement planning strategies
Tax optimization guidance
Risk assessment and management
Financial goal tracking
Market insights and alerts
Integrations
Charles Schwab
Fidelity
Bloomberg Terminal
Morningstar Direct
QuickBooks
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