Govern AI instead of banning it.
Stop shadow AI—give advisors a safe, compliant assistant instead. Every draft logged, every prompt archived, every message approved by a human.
The Advisory Assistant
Compliant, highly structured workflows handling deep research and routine client comms.
Client Relations
Meeting Synthesis
Processes local voice transcriptions to extract action items, objections, and draft compliant follow-up templates into your CRM.
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Due Diligence
Financial Doc Parser
Reads through endless 10-Ks, prospectuses, or private equity memos and highlights previously identified risk vectors.
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Communications
Outreach Orchestrator
Drafts hyper-personalized prospect emails based on last known interactions, routing them to your outbox strictly for approval.
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Compliance-first AI for RIAs
- Audit Trails: Every AI-assisted email or note is logged, archived, and clearly under your control.
- Firm-Level Guardrails: Your policies shape the workflow, while advisor judgment remains the final control point.
- Private Deployment: Replaces uncontrolled shadow AI with a private, logged system on your own hardware.
Advisor-Focused White-Glove Onboarding
We set up notes, summaries, and follow-ups with full logging and approval-first flows to keep you on the right side of compliance.
Explore White-Glove Onboarding