FI & SI

I just came across this intersting study from Oncore Estate Plan about how AI tools perform on finacial and estate planning stuff.

They tested 46 FAQs.

Claude got an A or B on 69% of them – only 33% were perfect answers I think.

Perplexity was a close seccond, which surprised me. I don't have experience with Perplexity.

But ChatGPT? 50% of its anwers got a D or F. This was disappointing as Gpt is usually my go to.

So trust but verify with a professional if needed.

Whats been your experience using AI for FI or estate planning? Any horror stories or wins?

submitted by /u/fried_haris
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