Compliant advice
and mandates,
human or AI

One platform for banks, wealth managers, asset managers and insurers. Client records, onboarding, suitability and documentation, with the same guardrails whether an advisor, the client or an AI agent runs them.

Book a demoHow it works
The client's AI agent answering beside the advice it is describing: the goal, risk score 5, NOK 2.4 million across eight funds, the asset allocation and the recommended portfolio — next to the flow itself, held at compliance approval

  • The same checks, every flow

    Every flow runs the same compliance checks, whether an advisor, a client, an API or an AI agent executes it.

  • Onboard clients faster

    Onboarding, suitability and advice run as one flow, with nothing re-keyed between systems.

  • Increase team efficiency

    AI agents take on advisor tasks inside your guardrails, so your team spends more time with clients.

Our clients have advised
more than €5B through
our platform

Growth dashboard on laptop and tablet