Who it’s for
Advisors who need client 360, product-fit, and compliance in one place.
What it does
- Book of clients
- Catalog of funds, insurance, PMS/AIF, fixed income
- AI product-fit per client
- Onboarding and compliance actions
- AI chat scoped to the book or one client
How it works
Open the book.
See fit and open actions.
Chat for the next move.
Log the compliance trail.
Status
In development. Talk to us for early access.