Secure Data Retrieval That Saves Hours Per Client
Stop manually hunting through documents for every client request. Our AI-powered document intelligence extracts, organizes, and retrieves information instantly—with enterprise-grade security.
90%
Faster Retrieval
5hrs
Saved Per Client
100%
Audit Compliant
$75K+
Annual Savings
Stop losing time and money to manual processes. Here's how we transform your operations.
Hours spent searching through PDFs for specific clauses or figures
AI document search that finds exactly what you need in seconds
Manual data entry from statements and tax documents
Automatic extraction and categorization with human verification
Compliance anxiety around document handling and retention
SOC 2 compliant systems with full audit trails and encryption
Client frustration with slow response times for simple requests
Instant answers from AI trained on your client's complete file
Ask questions in plain English—get answers from thousands of pages in seconds.
Pull key figures from statements, tax returns, and contracts automatically.
Bank-grade encryption with role-based access and activity logging.
Document retention policies, audit trails, and regulatory reporting built-in.
AI-generated summaries of complex documents for quick client reviews.
Connects with your existing CRM, custodians, and financial planning tools.
Enterprise-grade AI for your practice. Secure, compliant, and ready in weeks.
$1,500
For solo practitioners
$2,500
For small teams
$3,500+
For RIAs and firms
All packages include a 30-minute strategy call and implementation support.
Prices in CAD. Custom enterprise solutions available.
Join Toronto's most ambitious businesses already operating at the speed of AI. Book your free audit today.