ACULIS FOR ENTERPRISE

ACULIS FOR ENTERPRISE

ACULIS FOR ENTERPRISE

Stop the "Shadow AI" Crisis. Start Governed Productivity.

Stop the "Shadow AI" Crisis. Start Governed Productivity.

Stop the "Shadow AI" Crisis. Start Governed Productivity.

Public AI is your new "off-channel" compliance crisis, creating un-archived messages and massive liability.

Aculis is the sanctioned solution. We give your teams a complete AI platform, all inside a CISO-approved platform with a regulator-ready audit log.

Finally, AI your compliance team trusts and your employees and advisors love.

THE BOTTLENECK

This Isn't Just "Admin Drag." It's an Enterprise-Wide Crisis.

This Isn't Just "Admin Drag." It's an Enterprise-Wide Crisis.

This Isn't Just "Admin Drag." It's an Enterprise-Wide Crisis.

You're facing a massive capacity crisis. The never ending workload is putting unsustainable pressure on your entire firm. Your best people, desperate to keep up with the admin burden, are turning to public AI for help. This isn't just a productivity issue; it's a full-blown compliance and data crisis.

The "Admin Drag" Dilemma

Your best talent—from advisors to operations—spends hours every day on manual, low-value tasks. People leave when they are buried in admin work instead of high-impact work. This "admin drag" is killing morale, and hiring more staff is no longer a scalable solution.

Chart
Chart
Chart
Tasks
Tasks
Tasks

The "Shadow AI" Liability

To survive the admin drag, your employees are feeding sensitive client data into un-sanctioned AI. This creates a massive "off-channel" communication risk. Regulators have already fined firms billions for this exact record-keeping failure.

Tasks
Tasks
Tasks

Legacy Tech & Data Leaks

Your valuable client data is trapped in legacy systems. These silos not only prevent modern AI from finding enterprise-wide insights, but they are the primary source of data being leaked, paste-by-paste, into public AI models.

OUR ENGINE

The Compliance Approved OS That Balances Empowerment and Control.

The Compliance Approved OS That Balances Empowerment and Control.

The Compliance Approved OS That Balances Empowerment and Control.

Empower Your Team

Orchestrate Your Data

Govern Every Action

Meeting Prep Request

Pull Client Data from CRM

Fetch Past Meeting Notes

Get Account Data from Custodian

Analyze & Generate Insights

Deliver Briefing

Yes

Briefing Ready?

No

Flag Missing Data

The No-Code Agent Builder

Give your employees a "sanctioned" factory to build their own AI agents in minutes. They simply describe a task and connect their approved tools. They get massive productivity; you get zero "Shadow AI" risk.

Empower Your Team

Orchestrate Your Data

Govern Every Action

Meeting Prep Request

Pull Client Data from CRM

Fetch Past Meeting Notes

Get Account Data from Custodian

Analyze & Generate Insights

Deliver Briefing

Yes

Briefing Ready?

No

Flag Missing Data

The No-Code Agent Builder

Give your employees a "sanctioned" factory to build their own AI agents in minutes. They simply describe a task and connect their approved tools. They get massive productivity; you get zero "Shadow AI" risk.

Empower Your Team

Orchestrate Your Data

Govern Every Action

Meeting Prep Request

Pull Client Data from CRM

Fetch Past Meeting Notes

Get Account Data from Custodian

Analyze & Generate Insights

Deliver Briefing

Yes

Briefing Ready?

No

Flag Missing Data

The No-Code Agent Builder

Give your employees a "sanctioned" factory to build their own AI agents in minutes. They simply describe a task and connect their approved tools. They get massive productivity; you get zero "Shadow AI" risk.

Autonomous Workflows

Secure AI Framework

Data Analysis

Compliance

Task Management

Document Drafting

Email Automation

Meeting Prep

TRUST & COMPLIANCE

Deploy AI with Unprecedented Confidence

Deploy AI with Unprecedented Confidence

Deploy AI with Unprecedented Confidence

Proactive Compliance & Full Accountability

Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.

Enterprise Grade Security & Data Governance

An Open Platform Built to Integrate

Proactive Compliance & Full Accountability

Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.

Enterprise Grade Security & Data Governance

An Open Platform Built to Integrate

Proactive Compliance & Full Accountability

Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.

Enterprise Grade Security & Data Governance

An Open Platform Built to Integrate

THE FUTURE

An AI-Native Enterprise

The future of wealth management isn't just about saving time on meeting prep. It's about creating an organization that learns. Aculis is your path to becoming an AI-native firm.

Unlock Proactive Revenue

Empower agents to monitor your entire book of business. They'll proactively surface opportunities, like uninvested cash, upcoming liquidity events, or cross-selling possibilities, so your team can act instantly.

Unlock Proactive Revenue

Empower agents to monitor your entire book of business. They'll proactively surface opportunities, like uninvested cash, upcoming liquidity events, or cross-selling possibilities, so your team can act instantly.

Unlock Proactive Revenue

Empower agents to monitor your entire book of business. They'll proactively surface opportunities, like uninvested cash, upcoming liquidity events, or cross-selling possibilities, so your team can act instantly.

Automate Client Retention

Go beyond spot-checks. Sanctioned AI agents can analyze communication patterns and sentiment (within your compliance rules) to flag at-risk clients, letting your team intervene before it's too late.

Automate Client Retention

Go beyond spot-checks. Sanctioned AI agents can analyze communication patterns and sentiment (within your compliance rules) to flag at-risk clients, letting your team intervene before it's too late.

Automate Client Retention

Go beyond spot-checks. Sanctioned AI agents can analyze communication patterns and sentiment (within your compliance rules) to flag at-risk clients, letting your team intervene before it's too late.

True Enterprise-Wide Intelligence

Finally, get a single source of truth. By connecting your data silos to the Aculis engine, leadership can get predictive insights on everything from advisor productivity to emerging compliance hotspots.

True Enterprise-Wide Intelligence

Finally, get a single source of truth. By connecting your data silos to the Aculis engine, leadership can get predictive insights on everything from advisor productivity to emerging compliance hotspots.

True Enterprise-Wide Intelligence

Finally, get a single source of truth. By connecting your data silos to the Aculis engine, leadership can get predictive insights on everything from advisor productivity to emerging compliance hotspots.

Build Autonomous Operations

The end-goal: a firm that scales. Let your teams build agents that handle full internal workflows, from new account opening to NIGO-checking & report generation, freeing up your human talent for pure strategy.

Build Autonomous Operations

The end-goal: a firm that scales. Let your teams build agents that handle full internal workflows, from new account opening to NIGO-checking & report generation, freeing up your human talent for pure strategy.

Build Autonomous Operations

The end-goal: a firm that scales. Let your teams build agents that handle full internal workflows, from new account opening to NIGO-checking & report generation, freeing up your human talent for pure strategy.

Hyper-Personalization at Scale

Stop choosing between scale and service. With Aculis, your advisors can build agents that tailor communications and reports to every client's unique goals, delivering a bespoke experience automatically.

Hyper-Personalization at Scale

Stop choosing between scale and service. With Aculis, your advisors can build agents that tailor communications and reports to every client's unique goals, delivering a bespoke experience automatically.

Hyper-Personalization at Scale

Stop choosing between scale and service. With Aculis, your advisors can build agents that tailor communications and reports to every client's unique goals, delivering a bespoke experience automatically.

Fully Automated Supervision

Shift compliance from a manual spot-check to a real-time, automated function. AI agents can monitor all governed communications for policy violations, instantly flagging risk and ensuring total adherence.

Fully Automated Supervision

Shift compliance from a manual spot-check to a real-time, automated function. AI agents can monitor all governed communications for policy violations, instantly flagging risk and ensuring total adherence.

Fully Automated Supervision

Shift compliance from a manual spot-check to a real-time, automated function. AI agents can monitor all governed communications for policy violations, instantly flagging risk and ensuring total adherence.

GET STARTED

Let's Build Your Firm's AI Strategy. Together.

Let's Build Your Firm's AI Strategy. Together.

Let's Build Your Firm's AI Strategy. Together.

Schedule a private consultation with our founders. We'll discuss your firm's specific challenges, data infrastructure, and compliance requirements to build a roadmap for your AI deployment.

OUR TECHNOLOGY PARTNERS

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OUR TECHNOLOGY PARTNERS

Powered by a World-Class Ecosystem

OUR TECHNOLOGY PARTNERS

Powered by a World-Class Ecosystem

OUR TECHNOLOGY PARTNERS

Powered by a World-Class Ecosystem

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.

READY TO UPGRADE?

The Future of Financial Advice is Here.

The advisory industry is at a breaking point, facing unprecedented demand and a capacity crisis. Aculis provides the AI-powered OS you need to automate your practice, deliver proactive insights, and scale with confidence. Stop losing time to manual work and start building the future of your firm today.