Stacy, our AI-Powered Advisor Assistant
Learn how to use our AI-Powered Advisor Support Assistant to get answers quickly.
Applies to:
- All Portfolio Managers, Advisors, Wealth Planners, and support staff.
- Eligible Support: Quick Guidance on how to submit service requests, understanding firm procedures and systems, or getting general information and FAQs.
- Not for: Inquiries relating to a particular client, account, or existing service ticket.
Stacey is Optimize’s AI-powered advisor support assistant, designed to provide instant answers to common inquiries. Stacey can:
- Respond to advisor prompts in real time.
- Search firm knowledge base articles to provide guidance on request types, processes, and operational procedures.
- Retrieve external resources and general industry information from the web.
- Help advisors navigate common service requests efficiently.
When to use Stacy
- If you need quick guidance on how to submit service requests or how a pipeline works.
- You need clarification or Firm Policies and procedures.
- Getting general industry information and FAQs.
How to Access Stacy
- Log in to the Optimize Portal
- Click the chat widget in the bottom right corner of any page
- Type your questions or choose from the suggested prompts
- Stacy will generate a response based on:
- Internal Knowledge Base Articles
- Commonly Asked Questions
- General Online Resources
Please Note: For specific ticket updates or client-related questions, submit a Support Ticket or call the Advisor Support Line.