Lots of solutions
We're building the next generation of tools for advisors, firms, and families navigating a fast-changing world. From AML compliance to structured advice, client portals to family lending — our ecosystem is modular, integrated, and built for the future of professional services.
Enterprise Knowledge
The operating system for AI-driven advice and compliance. Manage every element of your AI agents: what they know, how they speak, when they act, and how they're evaluated. Enterprise Knowledge is the admin platform that powers everything — with full visibility and control.
Centralized Intelligence
One platform to manage all AI agents across your organization with enterprise-grade security and governance.
Complete Visibility
Track every interaction, monitor performance, and maintain oversight of all agent activities in real-time.
Customizable Controls
Fine-tune agent behavior, knowledge bases, and response parameters to align with your firm's standards.
Enterprise Forms
Smart, flexible forms that plug directly into your agents and workflows. Create beautifully simple forms that collect data, trigger automations, and give agents real-time awareness of what's been filled out — and what comes next.
Collect
Intuitive forms capture client data with branching logic and real-time validation.
Connect
Data flows directly to AI agents, providing context for smarter interactions.
Automate
Trigger workflows based on form submissions, eliminating manual handoffs.
Analyze
Track completion rates and identify bottlenecks to optimize client experience.
InstantCompliance.ai
Compliance automation for regulated professionals — built for what's coming. With major reforms landing in 2025, most lawyers, accountants, and advisors still don't have tools that meet their new obligations. InstantCompliance.ai gives them workflows, risk checks, and audit logs — ready to go.
Risk Assessment
Automated client risk scoring based on the latest regulatory frameworks.
Documentation
Generate compliant records of every client interaction and decision point.
Monitoring
Continuous transaction surveillance with intelligent anomaly detection.
Reporting
One-click regulatory reports ready for submission to authorities.
Market Pulser
A modern way to communicate with clients — at scale. Send prebuilt insights, AI-generated summaries, and compliance-aware updates directly to your clients. Build trust with less effort.
Personalized Updates
AI tailors market news to each client's portfolio and interests, creating relevance without manual customization.
- Portfolio-specific insights
- Compliance-checked content
- Branded presentation
Time-Saving Templates
Pre-approved templates for different market scenarios ensure you're always ready to communicate effectively.
- Market volatility responses
- Quarterly review frameworks
- Economic update formats
Engagement Analytics
Track which updates resonate with clients and identify opportunities for more meaningful conversations.
- Open and click-through rates
- Content preference insights
- Follow-up recommendations
Doc Sender
Trackable, secure, agent-aware document delivery. Send documents, track opens, capture signatures, and tie everything back to your agent workflows. Simple, secure, and designed for compliance from day one.
End-to-End Encryption
Military-grade security protects sensitive client information throughout the document lifecycle, from creation to storage.
Intelligent Tracking
Know exactly when documents are received, viewed, and signed, with automated reminders for pending actions.
Compliance Integration
Every document interaction is automatically logged in your compliance system with complete audit trails.
Workflow Automation
Trigger next steps based on document status, eliminating manual follow-ups and reducing process time.
Advice Engine
Deliver advice through locked, guided flows — either self-serve or advisor-led. This tool ensures every client gets consistent, compliant, step-by-step advice. Advisors follow structured scripts. Clients can complete it solo. Every input is logged, every decision traceable.
Define Parameters
Create standardized advice workflows with compliance-approved decision trees and documentation requirements.
Guide Interactions
Lead clients through structured conversations that capture necessary information while preventing off-script deviations.
Document Decisions
Automatically record all inputs, considerations, and recommendations with complete audit trails.
Generate Deliverables
Produce consistent, compliant advice documents and action plans based on the guided interaction.
Wealth Family
The future of intergenerational finance. Help families lend money to each other, track repayments, and see their full collective balance sheet. Our AI flags overexposure and helps families plan smarter — together.
68%
Family Lending
Percentage of high-net-worth families that engage in internal lending without proper documentation.
$4.8T
Intergenerational Transfers
Estimated wealth transferring between generations in the next decade requiring structured management.
42%
Risk Reduction
Average decrease in family financial disputes when using formalized lending and tracking systems.
3.5x
Advisor Value
Increase in perceived advisor value when offering family wealth management solutions.