Personal AI for Finance

When your workload exceeds the hours in your day.

Utilize custom AI models for precision financial intelligence. Designed for professionals in Corporate Strategy, Business Development, Financial Advisors, Management Consultants, Business Intelligence, and other finance professions:

24/7 Attention

Financial matters require continuous access to extensive data, market analysis, and client interactions—crucial yet often overwhelming demands. Leverage Personal AI to stay on top of it all.

Efficiency While Maintaining Control

Balance the need for swift decision-making with the importance of comprehensive analysis and careful oversight to maintain accuracy and adhere to financial regulations. Streamline workflow automation, strategic financial planning, QBRs, and process optimization.

Get useful and reliable data in real time.

Platform mockup showing many accounts connected through integrations

Defragment Data

Efficiently manage and retrieve information from fragmented systems and platforms, making it easier to quickly access relevant market data, client information, and financial reports. Seamlessly integrate data from quarterly financial earnings, market performance metrics, and business intelligence sources.

Automate and Optimize Your Workflow

Reduce time-consuming, tedious components in your workflow. Utilize automated data retrieval and analysis to increase efficiency, accuracy and depth of your financial insights, enabling more informed and timely responses to complex queries.

Unlock mission critical financial domain expertise across the enterprise.

Source of Truth

Consolidate diverse financial data from multiple systems into a unified repository. Personal AI allows you to maintain high standards while automating routine tasks, enabling Corporate Strategy, Business Development, and other professionals to focus on strategic decisions that drive your business forward.

Deepen Collaboration

Collaborate with other colleagues and professionals to develop comprehensive, team-oriented strategies, tackle complex financial planning, make better investment decisions, and ease client or project transitions.

A conversation on the mobile app about Personal AI retrieving the latest financial report and showing the insights. The AI responds with a relevant information about growth and profit margings.

GET STARTED

Build with the AI that is designed with your reputation in mind.

Streamlining Workflows

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.

Innovate Safely and Responsibly

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.

Enhanced Communication

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.

When your workload exceeds the hours in your day.

24/7 Attention

Efficiency While Maintaining Control

Get useful and reliable data in real time.

Defragment Data

Automate and Optimize Your Workflow

Unlock mission critical financial domain expertise across the enterprise.

Source of Truth

Deepen Collaboration

Build with the AI that is designed with your reputation in mind.

Streamlining Workflows

Innovate Safely and Responsibly

Enhanced Communication

Build Your AI
Workforce
With Personal AI

Build

Your

AI

Workforce

With

Personal

AI

Select a plan that’s best for you

Personal AI for Finance

When your workload exceeds the hours in your day.

24/7 Attention

Efficiency While Maintaining Control

Get useful and reliable data in real time.

Defragment Data

Automate and Optimize Your Workflow

Unlock mission critical financial domain expertise across the enterprise.

Source of Truth

Deepen Collaboration

Build with the AI that is designed with your reputation in mind.

Streamlining Workflows

Innovate Safely and Responsibly

Enhanced Communication

Build Your AI WorkforceWith Personal AI

Build

Your

AI

Workforce

With

Personal

AI

Build Your AI
Workforce
With Personal AI