PiiQ
PiiQ offers an AI-powered platform designed for registered investment advisors (RIAs) and financial advisors, focusing on streamlining operations such as compliance, billing, forecasting, and client relationship management while ensuring the protection of personally identifiable information (PII). The platform utilizes agentic AI for continuous monitoring of regulatory updates and market conditions, integrating various operational functions to improve efficiency and security.
- Category: legal technology
- Founded: 2025-01-01
- Website: https://piiq.financial