AI co-pilot for financial advisors
Your morning briefing,
written for you.
Upload a CAS, sync your mailback, and let AI surface what matters across every client. Built for MFDs and RIAs who manage hundreds of portfolios.
Deep portfolio analytics
XIRR, overlap, concentration, cost drag, tax lots - computed across every client.
AI insights on demand
Grounded recommendations, fund alternatives, and new-money allocation with full justification.
Your rules, our engine
Encode your investment philosophy. AI works within your guardrails, not against them.