All markets
Market
Asset and wealth management
How far AI got on each kind of work in this market, and the update that showed it.
Work
3
3 with evidence
Furthest level reached
L2
Partial automation
Evidence
6
1 pulled back by an evidence tier
Work in this market
Open a row to read the updates behind its level.
Analyze asset information and investment scenarios3 evidence23 tasksL2Partial automation
| Published | Claimed | Evidence tier | Update | When |
|---|---|---|---|---|
| L2Partial automation | L2 | T3Vendor self-report | OpenAI launches ChatGPT for Financial Services source | 2026-09-10 |
| L2Partial automation | L3↓ T3 allows only L2 | T3Vendor self-report | Grok adds Coinbase connector for trading and portfolio management source | 2026-09-09 |
| L1Assisted | L1 | T3Vendor self-report | Gemini specialized for financial services and legal industries in preview source | no update mentioned it |
Construct rebalance and monitor portfolios1 evidence7 tasksL2Partial automation
| Published | Claimed | Evidence tier | Update | When |
|---|---|---|---|---|
| L2Partial automation | L2 | T3Vendor self-report | Grok adds Coinbase connector for trading and portfolio management source | 2026-09-09 |
Document financial goals and asset service reports2 evidence1 tasksL2Partial automation
| Published | Claimed | Evidence tier | Update | When |
|---|---|---|---|---|
| L2Partial automation | L2 | T3Vendor self-report | OpenAI launches ChatGPT for Financial Services source | 2026-09-10 |
| L1Assisted | L1 | T3Vendor self-report | Gemini specialized for financial services and legal industries in preview source | no update mentioned it |
Occupations this market is served by
One market is served by several occupations, so these are not shares of a job.
| Occupation | Confidence |
|---|---|
| Personal Financial Advisors | 0.89 |
| Investment Fund Managers | 0.83 |
| Financial and Investment Analysts | 0.78 |
| Financial Managers | 0.71 |
| Financial Specialists, All Other | 0.61 |
Where this page's numbers come from
- Snapshot
- snapshot-1
- Generated
- 2026-10-09 08:10 UTC
- Ontology
- 1.0.0
- Ontology schema
- 2.4.0
- Method version
- activity-level-1
- Content SHA-256
- 0b46df0246af8a1dc3fd9ce8e6ac9812925ace553984d2b7d45d363d32e27681
- Rows in this snapshot
- 10,482 work-to-task edges · 900 updates · 333 models · 58 topics · 1,888 market-to-occupation edges · 375 source accounts · 1 coverage record · 1 progress record · 11 non-technical conditions · 401 updates that landed on work · 1,102 evidence · 614 work in markets · 506 non-technical condition-to-work edges