When small teams
Every day you receive studies, market commentaries and analyses. Our AI employee reads them for you and delivers short summaries with source references: ready for the investment committee, the morning briefing and the next client question.
Three situations from the daily reality of independent wealth managers.
Dozens of studies and commentaries per week; only a fraction gets read.
Our answer: The AI employee summarises what is relevant and links the source.
Before the client meeting there is no time left to read the current study.
Our answer: The key points are ready as a summary before you walk in.
Good analyses fade away in inboxes instead of benefiting the whole team.
Our answer: Summaries are collected and made accessible to the team.
Key theses, figures and assessment in a short, fixed format.
Every summary points to the original document.
German or English, regardless of the language of the original.
Summaries reach the right people, collected and searchable.
The most important developments and studies in your inbox before work starts.
The decision basis is prepared, including sources.
Answer current questions backed by the matching analysis.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define sources, format and distribution. At a fixed price.
We set up summaries for your most important sources. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
The research sources you use and approve: studies, commentaries, newsletters and your own documents.
Every statement is backed by its source. For decisions the original still applies; the summary saves the searching.
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.
Name your three most important sources. We will show you tomorrow morning’s summary.