Marcus Bell

Reviews (1)

• On LegacyBot

  Dec 11, 2025
  5.0 (0)

  Solid for our team

  We rolled this out across the team last quarter and conversational interface lowers planning barriers. Structured export of planning details fits neatly into how we already work, and digital asset and account inventory removed a step we used to do by hand. Limited jurisdiction-specific guidance, which is the main caveat, but it has held up under daily use.