Client prep in minutes. Every figure traced to the document behind it.
What you get back
- Prep client meeting summaries from your own files.
- Draft client letters and quarterly notes in your firm's voice.
- Ask questions across your client book and get cited answers.
The risk you already have
A team member uploads a client's statements to a free tool to summarize them. Account details are now somewhere you can't audit.
Your team is already using AI. They paste client files, bids, and notes into free tools on personal accounts. You don't know which tool, which account, or what it keeps. There is no log. There is no source behind the answer. Shadow AI is the risk you already have.
Own your AI. Don't rent it.
How it works
One platform, configured to how the expert decides. Every answer cites its source. Every call is logged.
Built for firms that handle confidential financial data. Confirm your obligations with your compliance advisor.
Data first. Decisions second. AI third.
On-premise by default. Sovereign AI, close to your data. Nothing leaves the building without the expert's approval. Your MSP keeps it running. We make sure it's right.
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