The platform
One platform, the whole relationship.
Before the first meeting, in every client conversation, and long after. Three products on one governed foundation, deployed on your stack and governed by your rules.
The products
The relationship, end to end.
The foundation
One governed foundation underneath.
All three products share the same engine, the same controls, and the same audit trail. This is how it is built, and why it is safe.
The AI engine
The pipeline behind every conversation: classify the question, scope it to your house, ask for suitability when needed, answer with a disclosure, and log it.
How it worksCompliance and governance
Scoped access so each advisor sees only their clients, the suitability gate before any recommendation, a full audit trail, and exportable logs.
See the architectureSecurity
Deployed on your infrastructure with enterprise-grade controls. Your data stays in your environment, governed by your rules.
Integrations
Runs on the data and stack you already have. No re-platforming, and nothing to rip out.
Live in a regulated market.
The AI copilot inside a regulated wealth platform in Singapore runs the full stack under MAS regulation.
33,000+
users in the first year.
11%
convert to a trade each month.
3+ min
average session.
Start with a conversation.
We work with regulated institutions across the US, APAC, and Europe. It starts with your regulators, your clients, and where the advisory relationship breaks down today.