← Asset and wealth management
WORK · Asset and wealth management
Analyze asset information and investment scenarios
As of 2026-10-09, AI does this work at L2 Partial automation. 3 updates bear on it. Strongest evidence: From the publisher only.
- Level
- L2Partial automation
- Updates
- 3
- Companies
- 3OpenAI · xAI · Google
- Strongest evidence
- T3From the publisher only
L0ManualL1AssistedL2Partial automationL3Conditional automationL4High automationL5Full automation
What moved it
Every update that bears on this work, newest first.
- 2026-09-10OpenAIOpenAI launches ChatGPT for Financial Services
OpenAI announced ChatGPT for Financial Services, a tailored ChatGPT Work experience combining built-in financial data with GPT-6 Astra reasoning for research, financial modeling and client materials.
- 2026-09-09xAIGrok adds Coinbase connector for trading and portfolio management
Grok can now trade and manage a portfolio on Coinbase via a connector, letting users check balances, analyze data, and place or cancel trades from chat.
- UndatedGoogleGemini specialized for financial services and legal industries in preview
Google is specializing Gemini for individual industries with skills, tools, and knowledge specific to each; now in preview for financial services and legal.