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.
What you tell your clients:
"We have our own private AI."
It's the sentence your privacy policy needs to be able to say. This is the product that makes it true.
From 10 December, if your firm uses AI to help make a decision that affects a client, you have to disclose it in your privacy policy. Most brokers can't — because public AI uses shared servers owned by big tech.
Your own private workspace.
A dedicated workspace for your firm alone. Not a shared account. Not a tab in someone else's platform. Yours.
Your documents. Read once, then answerable.
Upload payslips, tax returns, P&Ls, bank statements. The system reads them once and makes them searchable — with the source shown. If the answer isn't in your files, it says so.
A record you can point to.
Every question, every retrieved excerpt, every answer — recorded on your workspace. Not to spy on you. So you can describe your data flow in writing when someone asks.
It's like your own private ChatGPT — except it only answers from your documents, and everything stays on your own server.
Calm, focused, and yours.
No clutter. No notifications. Just your documents, your question, and the answer with its source.
Brokers spend hours a week digging through documents. At a fraction of the cost, 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. I'll walk you through it.
If it fits, we take the next step. If it doesn't, you've lost twenty minutes.
Book a 20-minute call →