Free: 0 € per month with 10,000 successful tool calls each month. Premium: unlimited tool calls subject to fair-use rules, manage or cancel monthly through your account.
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
Connect ChatGPT and Claude through Model Context Protocol
Manage files with AI assistants
Run authorized terminal commands
Device-specific access control
Local approval for sensitive actions
OAuth and secure pairing
Support for macOS, Windows and Linux
Launch and monitor applications
Revokable device access
Encrypted HTTPS connection
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
Keep your computer powered on and in control while AI assistants execute approved actions
No port forwarding or hidden background service required
Visible terminal agent with explicit local approval for sensitive operations
Stop the connection at any time by closing the agent
Device pairing tied to your account with transparent management
Finpilot