A company brain
Ask anything about your documents and past work. Every answer links to its source.
For wealth & RIA firms
Private AI for your most sensitive work.
Client portfolios, review notes, statements: ask it anything. It runs on a server in your office, so client data never reaches an outside AI company.
Ask your office
On your serverWhat did the Nguyens ask about at their last two reviews?
In March they asked about a 529 plan for their granddaughter. In June they asked about converting part of Tom's IRA to Roth before he retires. You promised a Roth projection by July 15. It hasn't been sent yet.
Nguyen_Review_Notes_June.docxNguyen_Review_Notes_March.docx
Draft the follow-up in my voiceDraft
Hi Linh and Tom, as promised, here's the Roth conversion projection we talked about in June…
Answered from your own files, on your office server. Nothing sent outside.
- 0
- files sent to an outside AI company
- $0
- per-seat subscriptions
- 100%
- processed inside your office
The problem
Your team already uses AI. Just not on the work that matters.
- 01
Copy, paste, hope.
Staff paste client work into ChatGPT on personal accounts. Nobody knows what's been shared.
- 02
Redact by hand, then put it all back.
Names and account numbers stripped out one by one, then pasted back. One miss is a breach.
- 03
Off-limits for the real work.
Case files, portfolios and patient records get no AI help at all.
What it does
One system that knows how your office works.
Connected to the files and email you already use. Nothing new for your team to learn.
Automatic redaction
Client names, account numbers and SSNs masked before anything leaves, even if you still use ChatGPT.
Email drafts in your voice
It learns from your sent mail and drafts replies the way you write. You hit send.
Search prior cases and files
Find the matter or file you half-remember by what it was about.
Every answer shows its source.
It drafts. People decide.
Built to help your team, not replace it.
Built for your rules
Built around the rules you already answer to.
SEC / FINRA recordkeeping and supervision
AI on client work, with the paper trail intact.
Portfolios and client notes stay on your network. Designed to support recordkeeping and supervision.
- Local processing
It stays on your server
Client data never touches a third-party AI cloud.
- Audit logs
A record of who saw what
Every prompt and draft, by advisor and date, for review.
- Retention controls
You decide what's kept
Matches your recordkeeping policy, with export to your archive.
- Role-based access
People see only what they should
Advisors see their clients. Your CCO sees everything.
Designed to support your compliance program, not certified or endorsed by any regulator. We review your policies with your compliance team during setup.
How it works
Installed in your office. Owned by you.
A small Utah team does it all in person. Live in a few weeks, and yours to keep, even without us.
- 1
We install a dedicated server in your office.
About the size of a desktop PC, behind your firewall.
- 2
We connect it to your documents and email.
Only the folders and mailboxes you choose, with the permissions you already have.
- 3
We train your team.
Hands-on, in your office, using your own work.
One-time setup. No per-seat AI subscriptions.
Most offices: $5,000–$10,000, one time. Yearly upgrades optional.
- Server hardware, installed and configured
- Connection to your documents and email
- Redaction, audit logs and access roles set up
- On-site training for your team
Why on-site
Public AI was built for everyone. This is built for you.
Where your data goes
- Public AI
- The AI vendor's servers
- On-Site
- Nowhere. It stays in your office
Knows your files
- Public AI
- Only what you paste in
- On-Site
- All of your documents and email
Client details
- Public AI
- Removed by hand
- On-Site
- Masked automatically
When the internet is down
- Public AI
- Stops working
- On-Site
- Keeps working on your network
Cost
- Public AI
- Monthly, per user
- On-Site
- One-time setup
FAQ
Questions firms ask us.
Anything else? Ask us on a call. We'll tell you straight if it's not a fit.
Is my data used to train AI?
No. Your files and conversations stay on your server and are never sent to us or any AI company.
Will it make things up?
Like any AI, it can be wrong. That's why every answer links to its source, and nothing is sent without a person reviewing it.
What does it cost?
Most offices pay $5,000–$10,000, one time, for the server, setup and training. No per-seat subscriptions. Book a call for a quote.
Do we pay every year?
No. It's yours after setup. A yearly plan for updates and newer AI models is optional.
Does it work with our software?
It connects to your shared folders and email. For CRMs, EHRs and practice software, we'll check yours on the first call.
What if the internet goes down?
It keeps working. Everything runs on your office network.
Who can see our data?
Only your staff, by role, and every access is logged. We can't see it unless you let us in for support. And if we ever disappear, the system keeps running.
Will you sign a BAA?
Yes, whenever our support work could involve patient information.
What does our IT person need to know?
It's one server behind your firewall with no inbound internet access. It can often run on a server you already own. We'll walk your IT provider through it first.
Get started
Client data stays in. The busywork goes out.
Tell us about your office. We'll reply within one business day.
Book a 30-minute callSend this page to a partner
What to expect
- 30 minutes on how your team uses AI today
- What it would connect to in your office
- A quote for your firm's size