Financial Advisors and Wealth Firms
Private AI for financial advisors who guard client trust
Your clients hand you their financial lives, and your obligation to protect that information does not pause when an advisor opens a public chatbot. A private GPT gives your team a faster way to work that keeps client names, account values, and plans inside an environment you control, where nothing trains a public model.
Client financials in public tools
One pasted statement or client summary in a personal chatbot account is a confidentiality problem you cannot undo. A sanctioned private assistant gives advisors the speed without the exposure.
Answers buried across statements and plans
Meeting notes, financial plans, prior reviews, and firm policies live in a dozen places. Advisors lose time hunting for details the firm already has on file.
Prep and follow up eat the calendar
Review prep, meeting recaps, and client emails are necessary and repetitive. AI that drafts them from your own context gives advisors back hours for actual client work.
What your team does with it on day one
- Summarize a client's holdings and flag questions to raise before a review
- Draft review recaps and follow up emails from meeting notes and plan context
- Answer advisor questions from firm policies and prior client reviews with sources
- Turn a dense financial plan into plain language talking points for a meeting
- Explain a product or strategy in client friendly terms for review before sending
- Analyze uploaded statements and spreadsheets without the data leaving your environment
Same platform, same two week deployment. See how deployment works or review pricing.
Questions financial advisors teams ask
Does client financial data stay confidential?
That is the core design. Client data stays in a dedicated cloud environment, model calls carry zero data retention, access mirrors your firm's roles, and audit trails record usage. Nothing your team enters trains a public model.
Can it work with the statements and plans we already have?
Yes. PDFs, spreadsheets, and documents are first class inputs, and we connect approved sources like SharePoint, Google Drive, and network file shares during deployment so the assistant answers from where your files already live.
What does it cost for a firm our size?
A monthly platform fee starting at $500 plus a per seat rate around $20 to $25. For most advisory firms that is a small fraction of the time it saves each advisor every week.
See it running on financial advisors work
Book a 30 minute demo and bring a real document. We will show you the platform answering from it live, then map deployment to your firm.