Book a callCustom to your business. Private, on-site AI when you need it.
Private AI for wealth management, on hardware you own.
We design, install and manage a private AI system for your practice, so advisors and staff can summarize client documents, prepare for meetings and draft follow-ups without sending client financial information to a public AI service.
Custom to your business. Private, on-site AI when you need it.
Your practice
Your document assistantRunning privately on your hardware
Summarize my notes from this client meeting into follow-ups.
meeting-notes.docx🔒 stays on this machine
Follow-ups for review:
Send the updated beneficiary forms.
Schedule a review of the education savings plan.
Confirm the client's preferred contact method.
Ask about your documents…
Example conversation. Prompts and documents are processed on hardware you own, not by a public AI service.
NX·01 private
Why public AI is a problem here
Client finances need a tool you can account for.
Statements, plans and meeting notes are exactly what AI is good at summarizing, and exactly what clients expect you to protect.
01
Their servers, their terms
A public AI service handles what you send on its own servers, under terms your firm doesn't set.
02
Your firm's policies still apply
Recordkeeping, supervision and privacy policies don't pause for new tools. A private system keeps AI use inside your environment.
What we set up
Everything your team needs, set up and managed.
One team handles it from the first conversation to the monthly check-in.
Needs assessment
We learn what you want AI to help with, who will use it and what you already have.
Custom hardware sizing and sourcing
A system sized to your needs and budget, sourced for you, or built on hardware you already own.
Model selection and install
We choose local LLMs that suit your work and install them, ready to use.
A private chat interface
A familiar chat window for you or your team, running on your own system.
Starter workflows
Ready-made workflows for summaries, drafting, forms and questions about your documents.
Ongoing updates and management
We keep the software and models up to date and help when you need it.
Examples
Meeting prep and follow-up, drafted in-house.
Every AI draft is for a person to review before it's used.
Meeting prep
“Summarize this client's last three meeting notes.”
Follow-up emails
“Draft a follow-up email from these notes.”
Document summaries
“Summarize this trust document's key provisions for my review.”
Firm policies
“What does our policy say about gifts and entertainment?”
AI drafts aren't investment advice; every draft is for an advisor to review.
NX·02 setup
How it works
How we work: discover, build, deploy, manage.
01
Discover
We learn how your business runs, where time goes and what data is involved, and find where AI will actually help.
02
Build
We design the solution, choose the models and tools, and build and test it with your real examples. You get a clear quote first.
03
Deploy
We set it up on hardware you own or in the setup that fits best, connect your systems and documents, and train your team.
04
Manage
We keep it updated, improve it as your needs change, and help when something isn't right.
Book a callStep one is a conversation, nothing more.
What we don't claim
Running AI on hardware you own changes where prompts and documents are processed. It doesn't settle your firm's professional obligations, and decisions about client information stay with you. Talk to your own advisor about the rules that apply to your work.
FAQ
Questions, answered plainly.
Anything else? Ask us on a call; that's what it's for.
Does client data leave our firm?
Client documents are processed on hardware your firm owns, not by a public AI service. The system uses the internet for software and model updates, and for remote management if you choose it. We'll show you what connects and why, and we don't look at your documents or chats.
Does it connect to our CRM?
Tell us what you use on our first call and we'll tell you honestly what's possible.
Do you have compliance certifications?
We don't make compliance certifications. If you have regulatory requirements, raise them on a call and we'll tell you plainly what we can and can't help with.
Do you offer an uptime SLA?
Your system runs on hardware you own, so we don't offer an uptime SLA. Cloud hosting is available when it fits your needs.
How big a system would we need?
It depends on how many people use it and what for. See our setups by size and our guide to choosing hardware, then we'll size it with your real examples on a call.
Let's find where AI fits in your business.
Tell us what's taking your team's time. We'll tell you what AI can do about it, honestly, and what it would take to build and run it.