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Instant, verifiable answers

from your firm’s knowledge.

Instant, verifiable answers

from your firm’s knowledge.

Instant, verifiable answers from your firm’s knowledge.

Our AI Agent helps wealth management and accounting teams get accurate answers from their own documents, policies, and systems in seconds

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Enterprise-ready security • Auditable answers

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Firm knowledge is scattered

across documents, systems, and shared drives.

Firm knowledge lives across documents, folders, emails, and systems.

Attri AI Agent acts as a secure centralized knowledge layer that gives teams instant, explainable answers, powered only by your firm’s approved documents and governed by your rules.

Attri AI Agent acts as a secure centralized knowledge layer that gives teams instant, explainable answers, powered only by your firm’s approved documents and governed by your rules.

Attri AI Agent acts as a secure centralized knowledge layer that gives teams instant, explainable answers, powered only by your firm’s approved documents and governed by your rules.

Faster access to critical information.

Consistent, reliable answers from the approved docs.

Advisors spend more time advising, less time searching.

Higher productivity without more headcount.

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Help your teams work faster with consistent, verifiable information.

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Answers are cited and verifiable with sources.

Works only with your firm’s data and knowledge.

Designed specifically for regulated industries.

Built in role-based access and permissions for staff.

Built to make firm knowledge
instantly usable.

Built to make firm knowledge
instantly usable.

Built to make firm knowledge instantly usable.

Turn scattered documents and policies into trusted answers
your teams can rely on every day.

Turn scattered documents and policies into trusted answers
your teams can rely on every day.

Turn scattered documents and policies into trusted answers your teams can rely on every day.

Security first infrastructure

All of your documents stored into a secure, private knowledge base with encryption.

No more manual data entry, referrals are structured in seconds, without any hassle or confusion.

Centralized knowledge in one place

Bring documents, policies, and tools into one reliable source of truth.

Ask questions in plain language

Ask questions naturally and get clear answers, no training or special prompts required.

Citable, explainable answers

Every answer includes citations, so responses can be verified and trusted instantly.

No more manual data entry, referrals are structured in seconds, without any hassle or confusion.

Role-based access and control

Control who sees what with role-based permissions built in.

Fast setup with minimal disruption

Deploy the bot to your team via Microsoft Teams, Slack, or a Web Portal.

Turn scattered knowledge into instant, trusted answers

Turn scattered knowledge into instant, trusted answers

Discover how teams reduce search time, improve consistency, and scale knowledge access without increasing risk.

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a blurry photo of a green background
a blurry photo of a green background
a blurry photo of a green background

Designed for every role in your firm.

Our AI agent delivers value differently depending on how you work without changing the system.

See how we change

See how we change

Owners and Managing Partners

Reduce operational and compliance risk while improving efficiency and scaling knowledge access across the firm.

Operations & Compliance teams

Maintain governance and audit readiness with verifiable answers, clear data boundaries, and controlled access.

Advisors and Accountants

Get instant, reliable answers from internal documents and spend less time searching and more time with clients.

Trusted by wealth management and accounting firms.

Trusted by wealth management and accounting firms.

Firms rely on this platform to give their teams faster access to trusted internal knowledge while maintaining accuracy, security, and compliance.

Firms rely on this platform to give their teams faster access to trusted internal knowledge while maintaining accuracy, security, and compliance.

Firms rely on this platform to give their teams faster access to trusted internal knowledge while maintaining accuracy, security, and compliance.

HIPAA-ready architecture

Private cloud isolation

Role-based access controls

No model training

40%

Faster access to internal policies and firm guidance

70%

Reduction in time spent searching documents

25%

Improvement in consistency of internal responses

Frequently asked questions.

If you have questions, reach out to us and we will be happy to help you.

If you have questions, reach out to us and we will be happy to help you.

If you have questions, reach out to us and we will be happy to help you.

How is this different from a generic AI chatbot?

Our AI Agent only uses your firm’s internal documents and systems. It does not generate answers from public data or external sources.

Can answers be trusted for compliance purposes?

Yes. Every answer includes citations to the original source documents, making responses traceable and auditable.

How secure is our data?

Your data remains private and controlled. Our Agent includes enterprise-grade security, role-based access, and strict data boundaries.

How long does setup take?

Most firms can get started quickly without disrupting existing workflows. Setup time depends on the number of systems and documents involved.

Who typically uses KnowledgeBot?

Firm owners, advisors, accountants, and operations teams—anyone who needs fast, reliable access to internal knowledge.

How is this different from a generic AI chatbot?

Our AI Agent only uses your firm’s internal documents and systems. It does not generate answers from public data or external sources.

Can answers be trusted for compliance purposes?

Yes. Every answer includes citations to the original source documents, making responses traceable and auditable.

How secure is our data?

Your data remains private and controlled. Our Agent includes enterprise-grade security, role-based access, and strict data boundaries.

How long does setup take?

Most firms can get started quickly without disrupting existing workflows. Setup time depends on the number of systems and documents involved.

Who typically uses KnowledgeBot?

Firm owners, advisors, accountants, and operations teams—anyone who needs fast, reliable access to internal knowledge.

How is this different from a generic AI chatbot?

Our AI Agent only uses your firm’s internal documents and systems. It does not generate answers from public data or external sources.

Can answers be trusted for compliance purposes?

Yes. Every answer includes citations to the original source documents, making responses traceable and auditable.

How secure is our data?

Your data remains private and controlled. Our Agent includes enterprise-grade security, role-based access, and strict data boundaries.

How long does setup take?

Most firms can get started quickly without disrupting existing workflows. Setup time depends on the number of systems and documents involved.

Who typically uses KnowledgeBot?

Firm owners, advisors, accountants, and operations teams—anyone who needs fast, reliable access to internal knowledge.

See how firms find

answers faster.

Book a short walkthrough to see how teams reduce search time, improve consistency, and maintain full control over internal knowledge.

Book a short walkthrough to see how teams reduce search time, improve consistency, and maintain full control over internal knowledge.

Explore live demo

See how firms find answers faster.

Book a short walkthrough to see how teams reduce search time, improve consistency, and maintain full control over internal knowledge.

Explore live demo

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