Trust & Fiduciary Services
Keep instructions, transactions and authority together.
Family Offices / Hamilton, ON
Give each request the right context and the right access. Investment administration, household operations and personal schedules should not become one unrestricted data pool.

Investment administration, household operations and personal schedules should not become one unrestricted data pool.
KOVA can be configured to work with these inputs: authorised calendars, invoices, service requests and selected investment records.
Classify requests, find relevant instructions and identify duplicate payments or conflicting arrangements.
Prepare bookings, invoice reviews and task assignments within the family's approved authority limits.
Separate access domains, calendar and accounting connectors and explicit delegation rules.
KOVA runs the selected models locally. SOS AI combines the required model software, data connections and approved application tools around the job. Cameras, sensors, telephony and specialist applications are integrated where the workflow calls for them; they are not assumed to be present in every installation.
Confirm recipients and financial authority; measure missed commitments without exposing unrelated family information.
Coordinate the authorised request without exposing unrelated personal information.
Explore the application ↗Coordinate the authorised request without exposing unrelated personal information.
Explore the application ↗Keep client requests and advisory analysis connected.
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