AI-powered assistant to make advice smarter, simpler and more efficient than ever before.
Quick and easy set-up, get started within the hour.
Integrated with MS Teams, Google Meet, Webex and Zoom. Advisers can access powerful AI assistance fast.
AI trained on FS data and purpose-built to streamline advice workflows.
Wrap AI around advisers to enhance performance, not replace them.
Data security is at the heart of our business operation.Â
With decades of FS experience, we target our solutions to solve the challenges inherent in FS businesses.