Private AI for Wealth Management and Financial Advisory
Empower your advisors with AI-driven research, analysis, and client communications — with client financial data fully secured and in your control.
The Challenge
Your advisors are managing hundreds of client relationships, each with unique portfolios, tax situations, and financial plans. AI tools could dramatically accelerate research, reporting, and client communications — but the data involved is among the most sensitive information your firm handles.
Feeding client portfolio data, tax returns, or financial plans into consumer AI tools isn't just a bad practice — it's a compliance risk. SEC and FINRA expectations around data handling are tightening, and regulators are paying close attention to how firms adopt AI.
The Metrovolo Approach
Metrovolo deploys a private AI environment built for financial advisory firms. Your team gets a powerful AI assistant that can analyze portfolio data, draft client communications, summarize market research, and automate reporting — all within a secure, isolated infrastructure that meets regulatory expectations.
What Your Team Will Use It For
Draft Client Reports
Draft personalized client review letters and quarterly reports
Summarize Research
Summarize market research and investment committee notes
Analyze Portfolios
Analyze portfolio allocations and generate comparison reports
Prepare Meeting Briefs
Prepare meeting briefs by pulling from client records and recent activity
Automate Compliance Docs
Automate compliance documentation and disclosure generation
Search Research Library
Search across your firm's research library for relevant insights
Compliance
Metrovolo environments are designed with SEC and FINRA data handling guidelines in mind. All client data remains encrypted, isolated, and never leaves your firm's private infrastructure. Full audit logging is available for compliance review.