Deliver trusted, personalized advice at scale
For RIAs, private banks, and family offices — Cut 40% of prep time on portfolio reviews, research notes, and client meetings, while strengthening compliance and consistency.
Governed Data Backbone
- Sync-Bus keeps every system aligned
- Unified View gives one truth for every client
- Zero-Copy means data never leaves your walls
- Reporting for compliance and management alike
- Governed and cataloged by design
Advisor Insights
- Wealth Map reveals asset patterns instantly
- Household 360 connects every relationship
- Client Briefs generate personalized updates
- Market Pulse brings daily podcasts and insights
- Q&A diagnoses portfolio risk in real time
The Challenge for Wealth Teams
Scattered information and compliance tasks leave advisors reacting to client questions instead of anticipating them, making personalized advice at scale nearly impossible.
Advisor Briefs: Meeting Prep in Minutes
Auto-generated from CRM notes, call transcripts, custodian data and statements.
Tailored for RIA workflows and family office relationship mapping, ensuring every review starts with complete context.
Cut prep time by 40% while surfacing red flags.
Smart Tables: Review & Compare Key Details from Documents
Extract key details from documents - partnerships, alts., and insurance to maintain a unified view of entities, and portfolios.
Compare portfolio performance, concentration, and risks
Spot shifts instantly and reframe conversations with clarity.
Real-Time Q&A on Sensitive Data
Securely ask any question on portfolios and markets, without sharing with public AI
Retrieve key details hidden in custodian feeds and statements
Get recommendations, given the client and market conditions.
Life Event & Red-Flag Detection
Continuously monitor client inputs and external feeds
Designed to help RIAs meet fiduciary standards and family offices manage sensitive, principle-specific oversight.
Highlight contradictions, anomalies, and compliance triggers in real time.
