AI speaks every language. Except the language of your profession.
Wealth advisers (CGP), asset managers, family offices, private banks: AI improves every day; we help you move fast and stay current. Your AI prepares your files within your rules, you approve. And for investors, our research.
With the founders, no commitment: you decide what comes next.
- 3 hours → 10 minper suitability report, at one of our clients
- Around tenagents in production, each with its own job, in-house, every day
- 24 hoursfor a subscription, instead of several weeks, at one of our clients
Our range, by audience
See the whole rangeTwo profiles, twelve years in finance, around ten agents in production, each with its own job.
AI translators, solution architects.
Joris Dupraz
Six years in institutional asset management and investment banking at UBS Wealth Management. Backend skills (Python, SQL, VBA).
Jade Hoang
Six years of Big Four audit and consulting at KPMG, then Deloitte. Specialist in business process automation, team support, and product design.
We sell what we use ourselves every morning.
In 2026, 72% of the French wealth advisers surveyed say they use AI in their work, up from 56% a year earlier.
The gap is widening. Every month.
Wealth management professionals who know how to use AI get ahead with every new tool. Meanwhile, an entry document (DER) or a client report done by hand costs hours that others already put back into advice.
A client kept waiting
Once the meeting is over, the minutes and the follow-up letter slip to the evening, or the next day.
A subscription on hold
KYC, AML/CFT (LCB-FT), duty to advise: every missing document is chased by hand, and the file stays open.
Hours before every committee
The allocation review is built by hand, line by line, in time taken from your clients.
Moving faster, within your rules.
We start from a real case at your firm: a client onboarding, an AML/CFT check, a client report. We help you train your AI on your processes, your documents and your rules, case by case, to get ahead and stay there.
Every morning, your AI gets back to your files.
Nothing goes to your clients without your approval.
One investment agent in 2023. Today, around ten agents, each with its own job, running in-house every day. See them run in the lab.
Trained on your processes
We start from your client files and your documents: DER, engagement letters, meeting minutes. Your AI learns the way you work, once and for all.
Compliance built in from the design stage
Duty to advise, AML/CFT, GDPR, your firm's rules: we build them in from the scoping stage.
You choose where your AI runs
Your AI runs where you decide: on your machines, on a private server, or on an enterprise plan configured to keep none of your data.
From the DER to reporting.
Eight of your firm's tasks that your AI takes on from the first weeks. You review, you approve.
Your client reporting
It gathers positions, performance and fees, and writes the first draft of your report or your wealth summary.
First draft of a wealth summary
- Ongoing
Your regulatory watch
AMF, ACPR, tax, GDPR: it follows the publications that affect your firm.
You're only alerted to what concerns you.
- Every meeting
Preparing and writing up your meetings
Before, the client's file and latest questions; after, the minutes and the follow-up letter.
You walk into each meeting already prepared.
- Every new client
Your DER and engagement letter
Entry document (DER), engagement letter, know-your-client questionnaire: from your templates and the client's file.
Ready for your review.
- Every client file
Your KYC and AML/CFT checks
Document collection, consistency of the documents, AML/CFT points to check, reminders for missing documents.
Anything missing is flagged, you decide.
- Before every committee
Your portfolio and allocation reviews
Positions, performance, market publications: it prepares the first draft of the review.
You make the calls on a complete file.
- Every morning
Your market watch
Daily summaries, alerts on your positions and your investment theses.
The market essentials, in your format.
- Before every selection
Selecting your products
Real estate funds (SCPI), funds, life insurance contracts: it reads their documentation and prepares a comparison grid, fees and risks included.
You choose, it documents.
- Calibrated to your processes
- Hosted where you decide
- Designed for GDPR
- Every client-facing action approved by you
Getting ahead starts with 30 minutes.
With the founders, on a real case from your firm. No commitment: you decide what comes next.
Book a free diagnostic (30 min)On your processes, within your rules.
…meanwhile, you're with your clients.
Three ways to get started.
A lesson for learning, a package for your firm, a session for your team.
We teach you to build your own systems with AI, on your own projects.
- 1 hour by video call or in Paris
- For anyone who wants to learn, no tech background needed
- You leave with a first system and a written plan
- €159 excl. VAT for professionals
A first agent trained with you on your processes, several skills and routines in place, which prepares your files within your rules.
- Starts within 1 to 2 weeks of signing
- Scoping and set-up
- First workflows, tested on your real cases
- On your server or on your machines
- Getting-started documentation
- 30 days of follow-up after delivery
With the founders, no commitment: you decide what comes next.
Two hours with your whole team, to bring everyone up to the same level.
- 2 hours, by video call or at your offices
- The whole team at the same level, in one session
- On your own use cases
Our own portfolio, tracked daily with AI.
For investors, we read the markets better and faster thanks to AI. Our research desk is Ben, our investment agent: a department of its own, working like an AI-driven quantitative hedge fund: a systematic, data-driven reading of the markets on our own portfolio, every day. Its work feeds our analyses, our market notes and our investment cases, which we share in a free weekly letter and in our premium research.
Ben, our investment agent.
Since 2023, an investment agent has worked on our own portfolio. Today it is Ben: every day, it reads the markets and makes proposals; we decide.
Ben is a personal tool, built in public for educational purposes: for now, it is not for sale, and we manage no one's money.
Read the markets with us.
Every week, our free research letter: our analyses and market notes, on Substack. To go further, premium research: our macro letter every two weeks and our investment cases. €39 per month, or €390 per year, on Substack.
Educational content, not personalised investment advice.
Our weekly debrief, for free.
The AI and tech news, an update on our own portfolio and what we're building in the lab.
