Invsify uses AI tools to support financial data analysis, Account Aggregator data processing and summarisation, risk profiling, client suitability assessment and related analytics.
Human Review and Oversight: AI-generated analysis and insights are reviewed by Invsify’s advisory team, which assesses their relevance, consistency with the client’s financial information, risk profile and investment objectives before using them to support investment advice. AI outputs do not replace the adviser’s professional judgement, and the advisory team remains responsible for the advice provided.
Invsify remains responsible for the security and confidentiality of client data and for AI-based analytics. Clients can be assured that their applicable rights regarding personal data, including access, correction and withdrawal of consent, are protected in accordance with applicable law.