For advisors
Direct and quick access to the client information you need.
No direct CRM logins, no back and forth for missing documents. A 24/7 AI assistant surfaces everything your client has stored in their workspace, on demand, scoped to your mandate.
Trusted by advisors in our network
Information on demand
All your client's information, one question away.
No logins to a foreign CRM, no back and forth for missing documents. The AI assistant retrieves what your client has stored, the moment you need it.
Capabilities
Built around the way advisors work.
24/7 AI assistant
An AI powered assistant that retrieves any information your client has stored in their workspace, on demand, day or night. No more chasing documents or waiting for replies.
Instant information retrieval
Ask in natural language and surface the exact filings, contracts, resolutions or data points you need, without direct access to the client's CRM.
Client controlled access
Clients remain in full control of their data. You receive the answers and documents you need, scoped to the mandate, with a clear audit trail.
Workflow coordination
Consistent matter workflows, hand offs and approvals aligned with how your client operates , and with the way other practices on the platform already work.
Scalable servicing
Spend less time gathering information and more time advising. Service more mandates with the same headcount, drawing on a growing pool of international organisations already inside the platform.