Search, plain-language Q&A, knowledge management, and agentic memory for wealth management, in one governed substrate. It blends licensed wealth expertise with your institution's own knowledge and each user's curated libraries, with a Validity Warrant on every answer. Built first for the Relationship Manager, it serves every front-office role and powers the agents, apps, and auditors that work with them.
Three inputs blend into one governed substrate, with auto-curation, trust scoring, and a Validity Warrant on every answer, reached three ways.
Ingests PDF, DOCX, XLSX, CSV, web pages, call transcripts, meeting notes, and video transcripts. Crawl web sites, intranet, SharePoint, and more, to bring documents in automatically. Auto-curation keeps it current, using continuous web search, news, and monitoring. Access chatbot, secure API, MCP server, and Claude skills.
A signed record produced with every answer, capturing what the substrate knew and how it reached the answer, so a decision stays defensible long after it is made. It can cover a single answer or a whole conversation.
Custom agents you or your partners build, via MCP or secure API. Not included in the licence.
Wealth and investment products, suitability and advice governance, regulatory and conduct (KYC, AML, source of wealth), financial and estate planning, client lifecycle and next best action, markets and portfolio frameworks, and relationship and discovery playbooks.
Same pattern, new domain: a licensed backbone, your local knowledge, one governed substrate. Part of the Corvair family of banking substrates: Wealth Management, Retail Banking, Commercial Banking, Markets and Treasury, Risk and Compliance, and Operations. Banking is one example; the same pattern serves other regulated industries.
A licensed co-pilot and chatbot for wealth management, trained on a commercial-grade body of investment, fiduciary, and wealth-planning knowledge, to help your people learn, explore, and decide. Ask it in plain language or search the repository directly, and connect that same repository to your tools and agents through an MCP server or API. Produced and kept current by a named domain partner, and blended with your institution's own knowledge.
A co-pilot and chatbot, trained on the licensed wealth-management repository, that helps relationship managers, advisors, and planners learn the domain and explore it in plain language. It both searches the repository and answers questions from it, with citations and a Validity Warrant on every answer. The repository is also a building block: connect it to your other tools and agents, or build on it directly.
In the substrate these map onto typed-knowledge families: reference data, models and formulas, frameworks and crosswalks, cases and precedents, and templates and clause libraries.
Curated periodically, and recombined. Domain partner content (capabilities, reference databases, how-to guides) plus your institutional knowledge plus each user's libraries combine into a governed blend, trust-scored, with a Validity Warrant on every answer. The partner re-curates and re-publishes on a regular cadence, and each versioned release is recombined automatically, without disturbing your institutional or local content.