For financial advisors and wealth managers
Clients trust you with their savings. Their data deserves the same care.
Most AI tools route what your team types through servers you do not control. Paige is a private AI employee on a small machine in your office, running local AI models. She drafts replies, summarizes long threads, and preps follow ups around the clock. Client data stays on your network, and a person on your team approves every send.
A local Atlanta firm. We drive to you and set it up in person.
The first workflow we turn on
Lead response, start to finish.
We begin with one concrete workflow so you can see it work before we expand. A new lead comes in. The agent reads it, drafts a reply in your firm's voice, and puts it in front of your team. A person approves it, and it goes out. Then we expand to the rest of your AI.
The data question is real. So is the pile of routine work.
Portfolio details do not belong in someone else's cloud
Account balances, holdings, and personal financials are exactly the information your clients expect you to guard. Consumer AI tools may use what your team types to train their models, and you cannot un-send data to the cloud.
When a reviewer asks where client data went
'A machine in our office' ends that conversation. 'A vendor's cloud, we think' does not. At install we verify that no client content leaves your network, and the written audit runbook shows your IT or compliance reviewer how to re-verify it any time.
The routine work piles up between meetings
Meeting prep, thread summaries, scheduling, data entry, follow ups. Paige clears that pile around the clock on your hardware, with a person on your team approving anything that goes out.
Three steps. We set it up in person.
- 01
We map where your client data goes today.
A real person from our firm sits with your team in Atlanta and traces how the routine work moves through your day, and where your client data actually goes across email, storage, and the tools you already pay for.
- 02
We install Paige on a small machine on your network.
We set up a small dedicated machine in your office, running local AI models, and connect it to the email and calendar you already use. Your client data stays in your building because it cannot leave. We verify that at install and document how we verified it.
- 03
Paige works the pile. A person approves everything.
Paige works your routine pile around the clock: drafts, summaries, document processing, intake, and follow ups. Nothing goes out without approval from a person on your team, enforced by the system. We manage the machine monthly, and you never learn new software.
What working looks like.
Your hardware
runs Paige around the clock, on your network. Client data stays in your building because it cannot leave.
Every send
is approved by a person on your team. Paige never sends on her own, enforced by the system.
0
new software for you or your team to learn. Paige connects to the tools you already use.
We serve Georgia SMBs, in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Questions firm owners ask us.
The first workloads are where we start.
We turn workloads on one at a time, starting with the back-office work local models handle best. Drafts, summaries, intake, data entry, follow ups. Each one passes our quality gate on your hardware before it goes live.
See what else we run →See Paige work before you commit to anything.
15 minutes, in person or on a call. We show you Paige working a mock case live and walk through exactly where your data does and does not go. No slides, no pitch deck.
Local Atlanta firm. We set it up and run it for you.