General assistant
Ava
Your first stop. Ask in plain language. She answers what she can and brings in a specialist when the question needs one.
The AI assistant
One Assistant. The Right Specialist.
Ask in plain language.
How it works
You Never Need To Know Who To Ask
You ask
Type a question in plain language, the way you would ask a colleague. You never need to know which specialist to ask.
Ava answers, or hands off
She answers what she can directly. When a question needs deeper context, she brings in the right specialist.
You can see the handoff
The conversation shows clearly when a specialist joins, so you always know who is answering and from what source.
The team
Ava And Her Specialists
Four voices, one conversation. Each specialist covers a defined area.
Wealth
Clara
Portfolio holdings, 13F questions and client relationships.
Compliance
Robert
ADV brochures, 13F risk, vendor risk and marketing compliance.
Operations
Grace
Whether your connected data sources are healthy and current.
Try asking
Things People Ask
Illustrative prompts, grouped by who answers them.
- AvaGeneral
- “What needs my attention today?”
- “Why did this report surface?”
- “Show me the open high-severity reports.”
- ClaraWealth
- “What does this manager hold, by name?”
- “How long since we were in touch with this client?”
- “Change the declining-engagement threshold to 45 days.”
- RobertCompliance
- “Why was this email flagged?”
- “How was this AUM gap calculated?”
- “What does our brochure say about our strategy?”
- GraceOperations
- “Are my connected data sources healthy and current?”
What Ava will not do
Explains, Never Decides
- Ava does not assert that something is a violation.
- Ava does not give legal advice.
- Ava does not close a report. A person does, and closing is final.
- Ava shows the source and the reason, so you can check her.
Questions
About Ava
No. You ask Ava. She answers what she can and brings in Clara, Robert or Grace when the question calls for it.
No. Ava explains why a report surfaced and shows the evidence. She never asserts a definitive violation and never gives legal advice. A person decides.
Client-engagement thresholds can be changed by asking Clara in chat, and take effect firm-wide immediately. ADV gap and clone-risk settings are firm settings, changed by your firm admin.
In the alerts feed, and in chat with Ava. Critical and high-severity reports are raised right away in both.
Request a demo
Ask Ava Yourself
See a live conversation, including a specialist joining, in a demo.