Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every answer is dated and names the source it came from. You need an Antevo Wealth account to sign in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first.
How to use
- 1Add it in ChatGPT
Open Antevo Wealth in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Antevo Wealth, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.