Private AI for wealth accountants.

Prepare for the client, not just the meeting

Separate requests from recommendations, organise questions and compare scenarios using verified assumptions.

Inputs: Consented meeting audio, approved portfolio snapshots, client instructions and adviser notes.

From observation to completed task

Create adviser follow-up tasks and draft a meeting record linked to the client's file.

Prepare a client-reporting checklist across approved account records

The supporting records include authorised statements, tax schedules and client instructions.

The accountant reconciles records and reviews confidential disclosures.

The systems involved

CRM and portfolio interfaces, consented recording and client-specific access.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Advisers approve suitability judgments and recommendations; measure missing follow-ups and factual corrections.