Private AI for financial planners.

Keep client requests and advisory analysis connected

Organise questions, identify outstanding commitments and compare scenarios through verified analytical tools.

Inputs: Consented meetings, authorised holdings, client instructions and approved planning assumptions.

From observation to completed task

Prepare adviser follow-ups and planning packs in the client system.

Organise a client’s planning questions into a source-linked review outline

The supporting records include authorised questionnaires, statements and planning notes.

The planner verifies assumptions and all advice.

The systems involved

CRM, local speech and portfolio-model interfaces with 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 and recommendations; demonstrate assumptions and uncertainty.