Solutions
AI for asset managers and family offices — without handing over your clients' data.
Client onboarding, compliance checks, term sheets and confirmations, handled by agents on your own knowledge, with every step traceable.
The problem today
- Onboarding a client means chasing documents across email, portals and spreadsheets.
- Compliance checks are repeated by hand for every new client and every new deal.
- Term sheets and confirmations are re-keyed before a deal can be booked.
One workflow, start to finish (client onboarding)
- Documents arrive by email or upload; an agent sorts and reads them.
- The agent checks them against your onboarding and compliance rules, citing the rule for each check.
- Gaps are drafted into a follow-up request for the client.
- A compliance officer reviews and signs off. Nothing is approved without them.
- The full record is stored for audit.
Why independence matters here
Client data can stay on your own servers. You choose which model sees what. And when a regulator asks how a decision was made, you can show them.