Turn AI chaos intoone secure system.
Your team is already using AI in insecure ways that you can't see.
The problems
Your employees are using ChatGPT, Copilot, Claude, Grok, Gemini, none of them talk to each other, so work is being duplicated across your firm.
Sensitive data is being exposed, and you have no visibility, no audit, or control. Your team's AI use is flying under the radar, and you're still accountable for it.
Source: Kitces Research — How Financial Advisors Actually Spend Their Time
Free 30-second audit
A day at your firm
Your Monday morning.
Built for your industry
Built for how your firm actually works.
Not more AI tools. A system with agents, workflows, and knowledge bases designed for you.
Your team does audit prep at midnight. It doesn't have to.
- All client work, documents, and AI usage visible in one systemBuilt-in
- Task and project management toolsBuilt-in
- Client onboarding standardised — nothing missed, nothing duplicatedCustomized
- Compliance checks run before the partner even reviewsCustomized
- Tax research agents that pull from your firm's prior-year workpapersCustomized
The platform
What your Chief of Staff handles.
Three core capabilities, ready out of the box. There's a lot more inside the platform.
Meetings → Intelligence
Every client call produces notes, action items, and follow-up emails. Automatically. No more “can someone send the recap?”
Email → Managed
Your inbox is triaged by AI that knows which clients matter, which emails need you, and which ones don’t. Calendar conflicts resolved before you see them.
Knowledge → Searchable
Ask a question. Get an answer from every meeting, email, and document your firm has ever touched. Your firm’s institutional knowledge, finally accessible.
Agent Store
Pre-built agents. One-click install.
Not scattered tools. Controlled, auditable workflows your team can rely on.
Powered by 50+ model variants
Including GPT, Claude, Gemini, and open-source models. Text, audio, documents, presentations, and spreadsheets.
Trust & compliance
Trust, earned not claimed.
Regulated finance firms deserve straight answers on AI governance. Here's exactly where we stand.
On the roadmap
SOC 2 Type I
Targeted for Q2 2026. Continuous monitoring is live and our policy suite is in place. We'll share the report the moment it lands.
On the roadmap
EU AI Act readiness
Preparing for the 2026 deadlines. Not there yet. We'll tell you exactly what we support before you sign anything.
Built in today
Governance by default
Audit logs, role-based access, and data retention controls on every agent. Not a setting you enable — the way the platform works.
Services
Want it built for you?
We also build custom agents, train teams, and white-label the platform for firms who want to offer AI under their own brand.
AI Consulting
We figure out where AI fits in your firm, then we build it. Strategy, custom agents, private infrastructure, and integration into your existing tools.
Learn moreAI Training
Your team learns to automate deliverables, build AI agents, and use AI safely with client data. They ship their first agent before the day ends.
Learn moreWhite Label
Offer AI agents to your clients under your own brand. We run the infrastructure.
Learn more