Upload email threads, notes, and attachments for any advisor relationship and get a structured personality profile — communication style, decision patterns, friction to manage, and continuity notes for the next RM.
From first question to final signature — DDQ Compass autofills responses from your approved content library, routes gaps to the right subject matter experts, chases down missing answers, and assembles a polished draft ready for human review.
Upload custodial statements and extract structured data automatically. Reduces manual entry and reconciliation time across account types.
Coerce model portfolios from Edge advisors — in any layout — into a clean import-ready file with normalized symbols and target weights.
Remove identifying information from candidate resumes before review. Supports consistent, bias-reduced evaluation across the hiring process.
Remove non-compliant pages, repaginate, and verify YCharts PDF reports before client distribution. Automated QC with a full compliance log.
Automate the daily QC checklist for the STAR Ohio money market fund. Upload the day's files and get instant pass/fail results across 40+ checks — maturity dates, WAM limits, issuer concentrations, and more — with AI-generated guidance for every finding.
Tap into your inner Marie Kondo. Upload a messy batch of files and let AI sort, rename, and restructure them by type, date, or project — so you can spend less time wrangling folders and more time on work that actually sparks joy.
Getting the whole team in one place for a photo is next to impossible. Upload individual headshots and let AI compose a polished group portrait — pick the attire, set the scene, and skip the scheduling nightmare.
Turn a webinar attendance report and poll responses into a stack of branded CE credit certificates in one pass. Set your minutes-attended and question-participation thresholds, resolve any fuzzy name matches, and download the whole batch as a zip.
Automates monthly Investment Report and PTT transaction reporting for the City of LA using a single standard Sympro report.
New tools are added as they're vetted and ready. Have a process that could benefit from AI? Reach out to Jordan.
In development