The firm is developing a first-in-kind intelligent system that assists financial advisors in investment and portfolio management, to help them achieve better outcomes for their clients. More specifically, Illuminence seeks to provide advisors with expert guidance on research, asset allocation and portfolio management. Using advanced algorithms and leveraging recent developments in AI, the system is intended to serve as an investment ‘co-pilot’ for advisors, to help them build high-quality and personalized portfolios at scale.