Walk into every meeting fully briefed. Leave with the notes written.
The AI-native client platform: briefings, live meeting assistance, email triage with suspicious-mail detection, KYC questionnaires with a client portal, and an encrypted, audit-ready client file.
Pre-meeting briefings
Who the client is, what changed, open concerns, fact-find gaps and compliance flags — one click before each meeting.
Live meeting assistant
Real-time suggestions grounded in the client file: questions to ask, gaps to fill, risks to flag.
Email triage & drafting
New mail auto-matched to clients, suspicious messages flagged, prospects spotted, urgent email escalated — and AI drafts grounded in the file.
KYC & client portal
Send a questionnaire covering goals, budgets, future costs and attitude to risk. Clients complete it in a secure portal; approval feeds the fact-find and risk profile.
Your choice of AI
Pick the model each adviser uses (Claude or Gemini), with metered pay-as-you-go usage and per-user limits from a prepaid firm budget.
Compliant client file
Correspondence auto-filed, notes and summaries as Markdown + PDF, WORM backups, full audit trail.