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Ask questions in plain English. Get instant answers from your Black Diamond, Redtail, and custodian data. No more switching between systems.
Ask questions like "What's John Smith's total portfolio value?" or "Show me clients with more than $1M in tech stocks."
Black Diamond, Redtail, Salesforce, Schwab, Fidelity - all your data in one place. No more system-hopping.
SOC 2 compliant. Your data never leaves your environment. Row-level security ensures complete client isolation.
We integrate with Black Diamond, Redtail, Salesforce, and major custodians.
Our identity resolution links clients across all systems automatically.
Use natural language to query your portfolio data, CRM, and more.
AI analyzes your data and provides actionable insights in seconds.
Join leading RIAs who are saving hours every week with AI-powered portfolio intelligence.
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