Give Your Advisors AI.
Keep Your Clients' Data Secure.
A secure AI workspace built for wealth advisors and wealth management firms.
KaraX.ai is AI for wealth advisors who want help with documentation, follow-ups, and daily work without sending sensitive client information to public tools like ChatGPT.
Your Advisors Are Already Using AI. Just Not Safely.
The Shadow IT Crisis
75% of financial advisors admit to using ChatGPT or Claude for work tasks—uploading client tax returns, account statements, and confidential documents to public AI tools.
The Risk: Every document becomes training data for OpenAI, Anthropic, or Google. Your clients' confidential information is permanently in their systems.
You Can't Just Ban AI
Advisors who don't use AI are already falling behind. The typical advisor wastes 15+ hours weekly on tasks AI could handle in minutes.
The Reality: Ban AI, and your best advisors will leave for firms that embrace it. Or they'll use it anyway—on personal accounts you can't monitor.
Enterprise AI Is Too Expensive
Microsoft Copilot 365 requires 300+ seat minimums at $30-50/user/month. That's $108K-$180K annually before you even start.
The Problem: Built for Fortune 500 companies, not nimble advisory firms with 5-50 people.
Secure AI Your Advisors Will Actually Use
KaraX.ai gives your team access to the world's best AI models—Claude, GPT-4, Gemini, Llama—with an ironclad guarantee: your clients' data never reaches external AI providers.
AWS Bedrock Architecture
Your Data Never Leaves Your Control
- Client information encrypted with AES-256
- Contractual guarantee: data never used for AI training
- Zero data sharing with OpenAI, Anthropic, or Google
- SEC Rule 206(4)-7 compliant
- Complete audit trails for compliance officers
Choose Any AI Model
No Vendor Lock-In
- Claude Sonnet 4.5 - Best for complex financial analysis
- GPT-4 - Excellent for client communication
- Gemini - Strong with spreadsheets and data
- Llama - Cost-effective for routine tasks
- All through one secure interface
Purpose-Built for Advisors
Not Generic AI—Advisory-Specific Intelligence
- Understands financial planning terminology
- Pre-built workflows for common advisory tasks
- Integrates with your CRM (Salesforce, Redtail, Wealthbox)
- Meeting capture with automatic CRM updates
- Client-ready document generation
Everything Your Advisory Team Needs in One Platform
OneChat - Secure AI Workspace
Your Advisor's AI-Powered Command Center
- Upload Confidential Documents Safely: Tax returns, account statements, estate plans, insurance policies - chat with AI about sensitive data without leakage concerns
- Multi-Document Analysis: Compare estate plans and flag inconsistencies or identify tax-loss harvesting opportunities in portfolios
- Work Across Your Entire Client Book: Identify which clients over 70½ should consider QCDs this year
- Multi-Model Intelligence: Switch AI models mid-conversation based on the task at hand
How Advisory Teams Use KaraX.ai Every Day
Annual Client Review Meeting
Senior Wealth Advisor managing 80 client households
Before KaraX.ai
- 3 hours preparing for meeting
- 1 hour during meeting taking notes
- 45 minutes updating CRM
- Total: 4.75 hours per review
With KaraX.ai
- 15 minutes prep with AI briefing
- Meeting: AI captures everything
- 5 minutes reviewing AI summary
- Total: 1.5 hours per review
Result: 3.25 hours saved per review × 80 annual reviews = 260 hours saved annually (6.5 work weeks freed up for client relationship building and business development)
Comprehensive Financial Plan Creation
Financial Planner creating plans for 40+ households annually
Before KaraX.ai
- 1 hour gathering documents
- 1.5 hours data entry
- 2 hours analysis
- 1.5 hours writing plan
- 1 hour review and revisions
- Total: 7 hours per plan
With KaraX.ai
- 5 minutes uploading documents
- 15 minutes AI generates plan
- 45 minutes review & customize
- Total: 65 minutes per plan
Result: 5+ hours saved per plan × 40 plans = 200+ hours saved annually. Additional Benefit: Can now serve 60 planning clients instead of 40 = $50K+ additional revenue
Proactive Client Service & Growth
Client Relationship Manager supporting 3 advisors and 120 households
Before KaraX.ai
- 2 hours/week CRM review
- 8 hours/week client requests
- 6 hours/week meeting coordination
- 3 hours/week document management
- Total: 19 hours/week admin
With KaraX.ai
- 15 min AI client outreach suggestions
- 3 hours AI-drafted responses
- 1 hour AI meeting prep
- 30 min voice document search
- Total: 5 hours/week admin
Result: 14 hours/week freed for relationship building and growth initiatives. Impact: Identified $2.3M in 401(k) rollover opportunities, scheduled 45 planning reviews, increased client satisfaction scores from 8.2 to 9.4
KaraX.ai vs. The Alternatives
| Feature | Public AI Tools (ChatGPT, Claude) | Meeting Tools (Otter, Fireflies) | Enterprise AI (Microsoft Copilot) | KaraX.ai |
|---|---|---|---|---|
| Data Security | Data used for training | Basic security | Enterprise-grade | AWS Bedrock secure |
| Client Data Privacy | No guarantees | Limited | Protected | Zero leakage guarantee |
| Multi-AI Model Access | Single provider | No AI chat | Microsoft only | Claude, GPT, Gemini, Llama |
| Meeting Intelligence | None | Core feature | Limited | Full-featured |
| Document Analysis | Risky for confidential | Very limited | Basic | Advanced & secure |
| AI Agents & Automation | None | None | Limited | Pre-built + custom |
| CRM Integration | None | Basic | Microsoft ecosystem | All major advisory CRMs |
| Setup Time | Immediate (but risky) | 1-2 days | 3-6 months | 2-4 weeks |
| Minimum Commitment | None | Annual contract | 300+ seats typical | Start with 1 user |
Trusted by Advisory Firms Who Take Security Seriously
We finally gave our advisors AI without losing control. We were bleeding time on meeting documentation and client plan prep. KaraX.ai gave us back about 15 hours per advisor every week. That time now goes into real client work instead of paperwork. And unlike public AI tools, we actually trust this. Our clients’ data stays protected.
John D., Managing Partner
Premier Wealth Advisors • $450M AUM • 8 advisors
Key Results:
- 15 hours per week saved per advisor
- Onboarding cut from 3 weeks to 5 days
- Compliance documentation time reduced by 70%
This is AI for wealth advisors that actually pays for itself. We use KaraX.ai to review portfolios and identify tax-loss harvesting opportunities. In the first quarter alone, the AI surfaced $180K in client tax savings. That one outcome covered the cost of KaraX.ai. Everything after that has been upside.
Sarah Martinez, Senior Wealth Advisor
Horizon Financial Group • $220M AUM • 4 advisors
Key Results:
- $180K in client tax savings (Q1)
- 200+ hours saved on portfolio analysis
- Capacity to take on 12 additional planning clients
Enterprise-grade security, without enterprise headaches. We needed secure AI for wealth advisors, but we’re a six-person firm. Big enterprise tools were expensive, slow, and overkill. KaraX.ai gave us the same level of security at a fraction of the cost, and we were live in under a week.
Robert Chen, Founder & CEO
Sterling Advisory Partners • $180M AUM • 6 team members
Key Results:
- Deployed in 4 days instead of months
- $42K saved annually vs enterprise AI platforms
- Zero security incidents, full compliance visibility
Questions Advisory Firms Ask Us
Here are some of the most common things advisory firms ask about KaraX.ai — from compliance to features, and everything in between.
Stop Worrying About AI Security. Start Using AI Confidently.
Here’s the truth. Every day advisors spend on manual work is a day competitors move faster. The difference isn’t whether firms use AI. It’s whether they use secure AI for wealth advisors or leave risk unmanaged. KaraX.ai lets your team move faster without creating compliance problems.
Start Free Trial
No credit card. No pressure. Full access.
See how AI for wealth advisors works with your real workflows, safely.
You can:
- Upload real client documents securely
- Test with real meetings and conversations
- Try different AI models for different tasks
- Use the full platform without limits
You’ll know within 14 days if this makes sense for your firm.
Setup in minutes•Cancel anytime•Export your data anytime
Schedule Expert Demo
Guided. Practical. No sales pitch.
If you want to go deeper, book time with someone who understands advisory workflows.
This is useful if you want to:
- See workflows tailored to your practice
- Talk through security and compliance details
- Ask specific questions about your setup
- Estimate ROI based on firm size
- Explore enterprise or custom options
30-minute conversation. No pressure.