Generate File (Meeting Notes)
Generate consistent post meeting File Notes to company specific templates. Information can be gathered through speech, text, photos, transcripts or documents.
Generate Post Meeting Emails
Generate consistent post meeting emails for clients, based on individual templates and styles. This is not limited to post meeting emails, the system can generate ad-hoc communications, newsletters, job adverts, LinkedIn posts, blogs etc.
Generate Review Letters
Generate consistent Review Letters to company specific templates in minutes. Templates can have dynamic/optional/variable sections.
Central Investment Propostion FAQ
Create an internal knowledge bot, based on company information that can be used by staff to find answers to their questions quickly. Answers include sources and dates.
Illustrate the Value of Advice
Based on a set of company defined Value of Advice parameters, ask the system to create a value commentary based on correspondence/events/meetings.
An excellent accompaniment to MiFIDII statements, and a good aide-mémoire for Consumer Duty considerations.
Privacy Layer
Our unique privacy layer identifies client information and prevents it from being shared with the AI language model.
Specificity
Designed for Financial Professionals, by Financial Professionals. Tailormade functionality.
Quick Set Up
Sign up and get using the product fast, with instant access to the power of AI through our privacy layer.
Powerful AI
Access to the most powerful AI models in the world. There are no compromises on AI capability.
Existing Tech Stack
Built to sit alongside your existing processes and technology providers.
You're In Control
Configurable privacy settings, allowing you to chose between flexible privacy filters.
Fit for purpose AI, without the security concerns.
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WealthSpace
Everything Your Existing Tech Isn't.
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WealthSpace is designed help with all the bits that come with running an advice business, aside from the advice.
Build, Run & Scale
your Advice Business
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Reduce costs
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Increase revenue, Concentrate on higher value clients
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Attract and retain staff
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Prove the value of advice.
Security.
Across the board
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Desktop App
The main event, our desktop app that allows you to interact with many of the big AI players, whilst keeping your data secure. Create tailormade processes for your organisation.
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Mobile App
The power of secure AI, in your pocket. Everything good about our desktop app, available through your mobile. Interact using your microphone and camera.
Browser Plugin
You're second line of defence. Access multiple browser based AI services whilst redacting information. Included gratis with our application.
Key Features. Distinct from the Norm
Security. Across the board
Privacy Layer
Professional class security. Our highly configurable privacy layer identifies and redacts client, personal and organisational information before it is shared with the large language model.
This is distinct from the norm, which is privacy settings/assurances provided from within and AI company. In our model, the data doesn't reach them in the first place.
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Bespoke Prompts
Create your own processes with guardrails and guidelines for the system and company specific templates from which outputs can be created. No coding or experience with AI required.
Generate Documents
Generate documents, whilst keeping client information secure. Including but not limited to: File Notes. Review Letters, Follow Up Emails and Basic Suitability Reports.
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OCR / STT
Flexibility for the user was front and foremost whilst creating our system. Users are able to take pictures written notes (OCR), upload files and type or dictate (STT) notes into the system.
Integration Hub
Leverage your existing technology. integrate with existing systems and access the data whilst keeping it secure. This allows you to query and interrogate systems and, amongst other things set up internal FAQs and/or MI prompts.
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Meeting Sidebar
Not everyone is comfortable with their meetings being recorded, (entirely reasonably) therefore we have provided methods for the system to consume information after the event (OCR/STT).
For those that are, we are able to record, transcribe and summarise meetings whilst redacting personal information.
Bespoke to your Organisation
Financial Advisers
The ability to create important administrative paperwork such as: File Notes, Follow Up Emails, Review Letters to your company specification. Outputs can be generated through pictures of written notes and/or spoken notes. Plus integrations with leading Wealth Management tools.
View Use Cases Here
Accountants
The ability to track and analyse financial performance over specified and custom time periods, such as 10 years. Generate detailed reports that provide insights into value versus cost, helping to optimise financial decisions. Plus, seamless integration with leading accountancy software.
View Use Cases Here
Mortgage Brokers
The ability to generate comprehensive reports that highlight the value added to clients' financial affairs. Document meetings and create file notes and follow up emails to company specification, ensuring compliance and transparency.
View Use Cases Here
Fund/Asset Managers
The ability to automatically capture and transcribe meeting discussions and generate compliant file notes. Outputs can be created from written notes and/or spoken discussions, ensuring accurate records that meet regulatory and operational requirements.
View Use Cases Here
Platform Providers
Keep data secure. Create internal knowledge FAQs for call agents. Automate email responses. Seamlessly record and document meeting transcripts, ensuring compliance and accessibility. and help maintain clear client communication records.
View Use Cases Here
Insurance
The ability to capture and transcribe client meetings and generate compliant file notes as evidence of discussions. Outputs can be created through spoken interactions or written documentation, ensuring accurate records for regulatory and operational needs.
View Use Cases Here
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