Your own private AI.
Built for brokers who can't send client data to the cloud.
Ask your client documents anything — without uploading them anywhere. Find the answer, get the citation, move on. Your documents stay on your own server.
Most broker AI tools are shared platforms you don't control. Your client data goes in — and you can't show what happened to it. With a private instance, you can.
Your own instance. Not a queue.
Your firm gets its own dedicated setup. Not a shared account. Not a tab in someone else's platform. Yours.
Your documents. Read once, then answerable.
Upload your client files. Ask a question — it answers from those documents, with the source shown. If the answer isn't in your files, it says so.
A log you can actually point to.
Every question, every retrieved excerpt, every answer — logged on your instance. Not to spy on you. So you can describe your data flow in writing when someone asks.
Brokers spend hours a week digging through documents. At a fraction of the cost of that time, the question isn't whether it pays for itself. It's why you'd keep doing it the slow way.
Designed to support your APP 1.7 disclosure obligations with a full query log.
Twenty minutes. One demo. No slides.
We'll log you into a demo instance, you ask it something, you see the source. If it's useful, we'll talk. If not, you've lost twenty minutes and gained a story about the AI broker guy.
Book the demo →