Your inboxAdvizr
Maya needs your OK: Send “Your third quarter note” to Claire Dubois
This sends something outside the workspace, so it cannot be approved from an email link. Open it while signed in to decide it.
Financial services
AI your compliance team can trace.
For asset managers, private capital and fintech. Coworkers draft client replies, watch your filings and build the committee pack, and anything client-facing can wait for compliance before it goes out.
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
Answer client requestsActiveDraftLive. Requests to this address start it.
Finished. 6 steps in 6.4 s
- 0.0 s0.1 sSkipped
- 0.0 s3.6 sSkipped
- 0.0 sNoSkipped
- 0.0 sSkipped
- 0.0 sApproved by youSkippedWaiting on youDeclinedDeclined
- 0.0 sSent to claire@example.comSkipped
- 0.0 s0.2 sSkipped
Describe the workflow to buildWhen a client emails us, draft a reply from their file, route any trade instruction to the desk, and let compliance approve the reply before it sends
600+ automated runs a month at each of our four Platform clients. System logged by Advizr, 15 Oct 2026
Who runs on it
Picton Mahoney runs an engine built for it alone.
Its own repository, beside a portal on the Advizr Platform, with a queue a person decides from.
Picton Mahoney, a Canadian asset manager, runs a discovery and review engine we built for it. The engine lives in its own repository, beside a portal built on the Advizr Platform, and what it finds waits in a review queue until a person decides.
- Hoyes Michalosfrom repository created to the first cited answer1 day 6 hoursSystem loggedby Advizr, 20 Aug 2026
- Nurse Next Doorfrom repository created to the first client sign-in4 days 19 hoursSystem loggedby Advizr, 20 Aug 2026
- uQueuefrom platform handover to the first province live8 daysSystem loggedby Advizr, 20 Aug 2026
- Picton MahoneyThis sector's clientfrom the engine's first commit to the first client sign-in17 daysSystem loggedby Advizr, 20 Aug 2026
Engagements that ran longer than a month are named on the Work page.See the work
The operating layer
Your books and records at the base. Your mandate on top.
The Platform runs between the systems your firm already keeps and the systems we build for it, on infrastructure isolated to the firm. Our engineers work alongside.
A day on the system
Committee prep, without the copy and paste.
Five moments from one analyst's Monday, each on a real surface of the Platform. She keeps the thesis, and the coworkers do the assembly.
An analyst's Monday before committee
7:50
The weekend arrives as one brief
The filings and news on the watch list are in one update, each item linked to its source.
9:15
Past work answers back
She asks what the firm concluded the last time it looked at a similar company. The Brain answers from past memos and cites them.
11:00
The committee pack assembles
Holdings, the new idea's memo and the risk page are drafted into the firm's template for her to edit.
2:30
Client notes wait for compliance
The quarter's notes to clients sit at an approval step until a compliance officer approves them, and the approval is on the record.
4:45
The day's client requests are answered
Requests that came in during the day are drafted from each client's file and logged to the record.
Every surface on this page shows example data. None of it is a client's.
Approvals
A client note waits for compliance.
By default your coworkers ask before they send anything to a client. The request arrives in the app and in your inbox, and only someone signed in can approve it.
Activity
Every task your agents finished, and what it produced.
MayaQuarterly client notesNeeds youWaiting4 min
RemyQuarterly commentaryNeeds youWaiting15 min
CoraAnnual review remindersNeeds youWaiting30 min
IrisWatch this week's filingsRunning5 min
Send “Your third quarter note” to Claire Dubois
- To
- Claire Dubois
- Subject
- Your third quarter note
+2
Sent · Send “Your third quarter note” to Claire Dubois
Post the third quarter commentary on LinkedIn?
- Post as
- Your firm's page
- Visibility
- Anyone on LinkedIn
This one is high risk
Approved · Post the third quarter commentary on LinkedIn
Send these 3 emails?
- To
- Jordan Pike, Amira Haddad, Sanjay Rao
These are high risk
Approved · 3 emails
Maya, Content Writer · 4 min
Send “Your third quarter note” to Claire Dubois
Your “Quarterly client notes” workflow started from “Quarter closed”, and Maya did “Draft each note”. Send it and this email goes to Claire Dubois, then “Log it to the record” happens.
- To
- Claire Dubois
- Subject
- Your third quarter note
Hi Claire, your third quarter note is attached. It covers what the fund held, what changed and why. Figures are as of September 30 and come from the administrator's statement.
Remy, Social Media Manager · 15 min
Post the third quarter commentary on LinkedIn?
- Post as
- Your firm's page
- Visibility
- Anyone on LinkedIn
Our third quarter commentary is out: what moved in credit markets, where we added and where we trimmed. Read it on our site.
Cora, CRM Data Steward · 30 min
Send these 3 emails?
- To
- Jordan Pike, Amira Haddad, Sanjay Rao
- Subject
- Time to confirm your details
Hi Jordan, once a year we ask every client to confirm their details and goals. It takes five minutes, and it keeps your account suited to you. Reply here or book a call.
Decline this proposal?
Tell the agent why so it makes better suggestions next time.
Declined
Declined. The agent won't do this.
RemySocial Media Manager
What it may do on its own
Applies to Quarterly commentary.
Anything it holds back waits for you in your inbox.
Next time, at these levels
- Quarterly client notesIts workflow asks at the approval step, at every level.Waits for your OK
- Quarterly commentaryA public post can't be taken back.Waits for your OK
- Annual review remindersA send to someone outside can't be taken back.Waits for your OK
What your team checks with you about
Your team checks with you before anything new, costly, or hard to undo.
- Sending emails and messages to people outside · always asksAnything sent to someone outside waits for one OK from you. This cannot be turned off.
- Recording payments · always asksThis cannot be undone, so it always waits for your OK.
- Updating your CRM · handles it itself since Oct 2
Your daily cap
Counts your spending over the last 24 hours.
$12.40of $40 in the last 24 hours
$27.60 left
If a run would take you past $40, it stops before it starts and tells you. Nothing half-finishes.
Nothing new starts while paused
Pause all work?
Every coworker stops within a few seconds, and nothing new starts until you resume.
Built around your rules
Securities rules and privacy law, each matched to a control.
What Canadian regulators expect of a firm that puts AI to work, and what the Platform does about it today. Where a control is built per engagement, the row says so.
Press a control to see every rule it answers. Press a rule to see its control.
CSA Staff Notice 11-348
Registrants stay accountable for the AI they use: a human in the loop, supervision of service providers and a record of what it did.
Every action leaves a record in your own database. Your admins can read it in plain language and export it for a review.
NI 31-103 registrant obligations
A compliance system that reviews what goes to clients, and books and records you can produce.
A workflow can hold every client note at an approval step until a compliance officer, signed in as an admin, approves it.
Third-party and outsourcing risk
Know every outside service that touches your data, and how you would leave. Banks and insurers ask the same of their vendors under OSFI B-10.
Your firm runs on isolated infrastructure: its own repository, database and deployment. Every outside service that receives your data is listed in the product.
Material non-public information
Information walls hold, and you can show who did what.
Every request is checked against the person's role on the server, and every action is recorded. Walls between teams inside the firm can be built per engagement and are named in the proposal.
PIPEDA and Quebec's Law 25
Personal information is handled with consent, and transfers outside the province are assessed.
Your database sits in Canada or the United States, chosen when it is created. The app servers and the AI models run in the United States today.
Fund and client confidentiality
Fund documents, investor details and client files stay confidential to the firm.
We never train AI models on your data unless you turn that on. The database refuses a training job without your recorded consent.
Systems we build
The systems an investment firm starts with.
Each one is valued in the proposal before we build it, in analyst hours a week or days off a review.
Client request desk
Drafts answers to client emails from the file, routes any trade instruction to a person and logs each reply to the record.
Hours a week of client service
Compliance review queue
Holds every client-facing note at an approval step until a compliance officer approves it, with the record of who did.
Days from draft to approved note
Filings and news watch
Reads the filings and news on your watch list each morning and links every item to its source.
Analyst hours a week
Committee pack builder
Assembles the investment committee pack from your template, your holdings and the memos behind each idea.
Hours per committee meeting
Questionnaire answers
Drafts answers to due diligence questionnaires from your past answers and policies, for a person to review.
Hours per questionnaire
How we deliver it
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
Forward deployed engineers set the strategy, build the systems and train your team. Before we build a system, the proposal puts a measured value on it, in hours a week or dollars a year.
Day one
We configure your platform and isolate it before anyone logs in.
Map and value
We map how your team works and put a number on every system we propose.
Build
We build the systems that move those numbers.
Adopt
We train your team until working with AI is how the work gets done.
Questions
Questions we hear first.
Where does our data sit?
Your database sits in Canada or the United States, and you choose before it is created. The app servers and the AI models run in the United States today. We show you where each part runs before you sign, and the product lists every outside service that receives your data.
Does this fit our compliance review?
It can sit inside it. A workflow can hold every client-facing note at an approval step until a compliance officer, signed in as an admin, approves it. Every approval leaves a record in your own database.
What do we tell our investors' due diligence team?
Tell them what we can show. Every client gets isolated infrastructure: its own repository, database and deployment. Every action leaves a record in your database. We hold no security certifications today, and we claim none we do not hold.
Can it place a trade or move money?
No. The systems we build send a trade instruction to a person at the desk. Coworkers record payments and draft invoices, and they never pay anyone.
What if we leave?
When an engagement ends and you ask in writing, we return or delete your data within 30 days, and our engineers confirm it with you. Your admins can export the knowledge base and the record of every action at any time.
Run your whole company on AI.
Tell us how your business runs. If we're not the right fit, we'll say so on the call.
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
The AI operating layer for enterprises.