Finance

Less admin.
More clients.

We're building an AI-enabled CRM specifically for finance brokerages. Manage your leads, your clients, and your documents — with the admin overhead stripped out.

Learn more

Sound familiar?

The admin problem.

Hours lost to admin that could be spent with clients
Documents uploaded, printed, re-entered, filed — the same data handled four times
CRM that’s always out of date because nobody has time to update it
Compliance work done reactively at audit time, not continuously
Client communications drafted from scratch every time

What we're building

A CRM built for brokerages.

We're building an AI-enabled CRM specifically for finance brokerages. It manages your leads, your clients, and your documents — and uses AI to cut the admin work that slows your team down.

Upload a document and the data goes straight into the right client record. Structured, searchable, ready for your AI agents to work with. No more re-entering the same information across three systems.

This product is currently in development. If you're a brokerage dealing with the admin problem described above, we'd like to hear from you.

Interested?

We're looking for brokerages to work with as we build this. If the admin problem sounds familiar, let's talk.

Get in touch