A confidential AI workspace for financial advisors

A client's full net worth, their accounts, their plans for the family money, sits in your files because they trust you with it. Paste any of it into a public AI chatbot and it leaves your firm for a cloud you have no agreement with.

You can still use AI for the work around advice, drafting, summarizing, research, without that trust walking out the door. It depends on where the model runs and who controls the platform around it.

Client wealth does not belong on a vendor's cloud

A public chatbot ships everything you type to a vendor you have no contract with. For an advisory firm that cuts against the discretion clients assume the moment they share their numbers. Trust is the product.

And a blanket ban on AI tends to be worked around, not followed. Staff use the fastest tool unless the firm hands them a safe one.

Run the model on your own server

With kral, the whole platform runs on your own server. Add a local model on your own hardware and a prompt about a client's portfolio goes to your machine and stops there. No external API in the path, nothing leaving the firm. Most firms mix it: a cloud model for general work, a local model for anything tied to a named client.

A full workspace, not a chat box

Your team can build their own assistants without code: one that turns a portfolio note into a plain-language client email, one that drafts a review summary in your house style. Save those as routines the whole firm reuses. Drop in a fact-find and ask about it, pull a current cited answer from the web for market context, and switch between the leading models in one click. One place, one login.

Connect your own files and tools

kral supports MCP, the open standard for connecting tools and data to an AI. The assistant can work with your own templates and internal knowledge through a connector you control, instead of guessing from the open web. Your files stay in your systems.

You run it, and you see the usage

Set who uses which models and a spending cap per person, so cost stays predictable and nothing runs up quietly. Watch real usage on a dashboard, and let everyone sign in once through single sign-on. It installs on Windows Server behind IIS, the same approach as a company-wide AI you host yourself, sits inside your network behind your firewall, and carries your firm's branding.

And we help you put it in place

You do not have to set this up alone. We install kral with you, connect it to your systems and advise on rolling AI out across the firm without client data leaving your side. If you want a partner for the implementation, that is what we do.

Give your people a capable AI workspace and keep client wealth confidential. See it running, then let us help you put it on your own server.

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