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AUTOMATE MANUAL WORKFLOWS WITH GENERATIVE AI AGENTS

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* we won't share your data with third parties



ANALYZE DOCUMENTS AND MEETINGS.
SAVE TIME AND FOCUS ON WHAT MATTERS

DOCUMENTS AI

Extract and enrich holdings. Summarize Estates

MEETINGS AI

Summaries, action items and customizable insights.

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FUTUREPROOF YOUR FIRM WITH HIGH ACCURACY AND COMPLIANT GENERATIVE AI

SOC2 Compliance
Hallucination Safeguards
Prompt Engineering





DOCUMENTS AI

Save hours of time on brokerage, tax and estate

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MEETINGS AI



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PRICING PLANS



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DOCUMENTS AI

 * GenAI Document Parsing
 * Direct Data Feeds
 * Asset Classification
 * Custom Capital Market Assumptions
 * Data Download and Porting
 * Prospect Insights
 * Target Allocations
 * Top Drivers of Risk
 * Tax Efficient Implementation
 * Fee Comparison
   
   

$500
/month/user

MEETINGS AI

 * Summaries
 * Action Items
 * Transcripts
 * Videos
 * Privacy Controls
 * GenAI Insights
   
   

$100
/month/user

ENTERPRISE

 * Everything in Professional
 * Custom workflow integrations
 * Dedicated account management
 * Custom data retention policy
 * Custom SLA
 * Firms with over 100 users

Custom
/month/user


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