- Added on December 02 2023
- https://chat.openai.com/g/g-Ek27FcW0W-horizon-advisor
How to use Horizon Advisor?
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Step 1 ： Click the open gpts about Horizon Advisor button above, or the link below.
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Step 2 ： Follow some prompt about Horizon Advisor words that pop up, and then operate.
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Step 3 ： You can feed some about Horizon Advisor data to better serve your project.
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Step 4 ： Finally retrieve similar questions and answers based on the provided content.
FAQ from Horizon Advisor?
Horizon Advisor is a comprehensive financial planning software that helps advisors create custom financial plans for their clients. It offers features such as an investor risk assessment tool, cash flow analysis, portfolio recommendations, and goal tracking. The platform integrates with various financial institutions to provide advisors with up-to-date client account information.
Horizon Advisor streamlines the financial planning process for advisors by providing them with a user-friendly platform that offers a range of tools to manage their clients' finances. Advisors can easily access client account information, analyze cash flows, and create custom financial plans based on their clients' goals and preferences. The platform also provides ongoing monitoring and alerts to help advisors make informed decisions about their clients' investments.
Horizon Advisor offers numerous features that make financial planning and management easier for advisors. These include an investor risk assessment tool, cash flow analysis, portfolio recommendations, and goal tracking. The platform also offers a client portal where clients can access their financial information, as well as reporting tools to help advisors review and analyze their clients' portfolios. Additionally, Horizon Advisor integrates with various financial institutions to provide advisors with real-time account information.