When small teams
Good advice needs preparation and clean documentation. Our AI employee creates a briefing with portfolio status, history and open points before every meeting. After the conversation, the FIDLEG-compliant minutes are created and filed in the right place.
Three situations from the daily reality of independent wealth managers.
Between back-to-back meetings there is no time to review portfolio performance and previous conversations.
Our answer: The briefing is ready before every meeting: portfolio status, history, open points.
Minutes are written from memory in the evening, with gaps and delays.
Our answer: From the recording or your keywords, a draft is ready shortly after the meeting.
Advice documentation must be seamless; in an audit every minute counts.
Our answer: Minutes follow a fixed structure and are filed in an audit-proof way.
Portfolio status, important developments and open commitments on one page.
From the recording or your notes, ready shortly after the conversation.
Recommendations, rationales and client decisions are recorded.
Minutes and tasks automatically land with the right client.
Show up prepared, close with documentation.
The year in review is prepared before the meeting takes place.
Even short calls are documented, without extra effort.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define briefing content and minute structure according to your FIDLEG requirements. At a fixed price.
We set up briefings and minutes for a first advisory team. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
From your notes or from a recording, provided you want that and the client has consented.
The structure follows your FIDLEG requirements, including recommendations and client decisions. Professional review and approval stay with the advisor.
In Switzerland, via Azure OpenAI in the Switzerland North region.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Tell us what your minutes look like today. We will show you tomorrow’s draft.