Modera Wealth Management Launches Proprietary AI Platform Mira
Modera Wealth Management has officially launched Mira, an agentic AI-powered platform designed to unify data and workflows across the firm's technology stack. Developed over two years, the platform serves as a household-level system of record that integrates metadata and content from document management systems to provide dynamic business insights for financial advisors. The platform aims to increase advisor productivity by automating manual operational tasks and reducing the need to toggle between fragmented systems. By streamlining these processes, Modera intends to allow its professionals to focus more time on client relationships and high-caliber service delivery rather than administrative duties.
Topics: Artificial Intelligence Digital Transformation Fintech Wealth Management