Personal AI automates the retrieval and analysis of financial data, dramatically reducing the time spent searching for information. It seamlessly integrates with your existing systems, providing quick access to relevant market data, client insights, and financial reports, including quarterly earnings and QBRs.

Personal AI ensures data privacy and security, adhering strictly to professional conduct rules. Each model is uniquely trained on the user’s own data, safeguarding sensitive information and maintaining client confidentiality. Access and use of client data is protected through the implementation of industry standard secure infrastructure like data encryption SOC 2, AES256 at rest, we use TLS 1.3 in transit with RSA key exchange, GDPR, HIPAA (Coming 2024) complying with legal and industry data protection standards.

The Personal AI platform enhances
communication among financial
professionals by enabling natural
language interactions with the firm's entire digital repository. This supports more efficient internal collaboration, allowing you to easily access shared knowledge from senior advisors and previous client interactions, reducing the need for lengthy meetings and discussions.