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The console you rarely need to open.

Proxara runs in the background and settles what it can on its own. The firm opens the console when it needs proof, not to work a queue each day.

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AI Providers
EmployeesAI providers
ACAvery Chen
DODevon Okafor
PRPriya Raghavan
MWMarcus Webb
SMSofia Marchetti
EVElena Vasquez
NCNathan Cole
GLGrace Liu
OHOmar Haddad
RSRachel Stein
ChatGPT
Claude
Gemini
DEDeepSeek
Perplexity
OAOther AI tools
1-10 of 14
448
Inspected
507
Redacted
15
Flagged
Every prompt inspected and handled
Top AI providers
ChatGPT
130 prompts · 158 PII
Claude
102 prompts · 124 PII
Gemini
71 prompts · 70 PII
DE
DeepSeek
62 prompts · 70 PII
Perplexity
45 prompts · 45 PII
Worth knowing
10
View all →
Account numbers in a trade-break reconciliation prompt were sealed before egress
Marcus Webb · ChatGPT
Escalated
Client names in a marketing draft pasted into an unreviewed AI tool were sealed on the way out
Sofia Marchetti · Other AI tools
A client household's positions in a hedging prompt were sealed before egress
Nathan Cole · DeepSeek
SSN and date of birth in an onboarding summary were sealed before upload
Avery Chen · Claude
Reviewed
A client CSV read by a coding agent carried account numbers; the values were sealed in the tool result
Devon Okafor · Claude
Reviewed
Deal counterparty names in a memo rewrite were sealed before egress
Elena Vasquez · ChatGPT
Reviewed
A beneficiary change request pasted for rewording carried client PII; sealed before egress
Omar Haddad · ChatGPT
Reviewed
An internal fee schedule in a formatting prompt was sealed as a precaution
Rachel Stein · DeepSeek
Reviewed
A research note carrying a client's holdings was sealed before search
Grace Liu · Perplexity
Reviewed

6 active surfaces · 2,527 events in 30d. 4 critical events in the last 30 days. No surfaces blocked: the agent forwards every intercepted prompt.

Surfaces · 6 · Default: allowed unless blocked
SurfaceStateEvents 30dEmployeesCriticalLast seen
Allowed85833139d ago
Allowed66734139d ago
Allowed38523140d ago
Allowed33827040d ago
Allowed27825140d ago
Allowed11039d ago
AI models that run on employees' own computers, recorded from each device.
OllamaOpen to network
On 2 computers · 3 models · seen Jun 17, 03:06 PM · Open license
llama3.3:70bLimited license
on 2 devices
qwen3:32b
Open license
deepseek-r1:14b
no longer on any device · Open license
LM StudioSecurity updateVendor-owned
On 1 computer · 1 model · seen Jun 16, 06:22 PM
mistral-small-3.2
Open license
Set a rule by license type
Open
Conditions apply
Network terms
Limited license
Non-commercial
Vendor-owned
Rules you've set

Every rule you've set, including ones nothing matches yet. Switch one back to Allow to lift it; the history is kept.

License typenon_commercialAvery Chen · Jun 5, 03:30 PM · Firm machines may not hold non-commercial licensed weights
Showing May 19, 2026 to Jun 18, 2026. Prompts to local AI never leave the computer, so there is no conversation to store. Proxara records the app, the license, and the evidence; the firm decides.

Clickable. Open the tabs the way the firm does.

The console stays quiet until something matters.

In a normal week Proxara settles and records the routine on its own. A leader hears from the console only when something crosses the line the firm set.

01

Most of the work needs no one.

Routine AI use is settled and recorded automatically.

02

Only what matters surfaces.

The few worth a look lift to the top, the rest a click away in the record.

03

Silence is the signal.

A quiet console is the product working, with nothing to clear each morning.

The console shows where a closer look is worth it.

Risk shows as a band, never a personal number. Patterns arrive with the rule they touch and a suggested next step.

See the analytics

Proof, the moment it is needed.

Every event is signed so an outside examiner can check the firm’s AI activity offline, without having to trust Proxara at all. Connector work files alongside device work: a client brief prepared through Proxara Connect is one more signed row.

  • Signed for an outside examiner to check, each record locked to the one before it.
  • A read-only view built for an SEC, FINRA, or NYDFS examiner.
  • A board, insurer, regulator, or ISO 42001 packet in one click.
See the audit record

What an examiner opens, in order.

Unify an increasingly fractured ecosystem

Governance and security run automatically. The workforce never feels it.

Proxara compliance console overview with one critical violation flagged
Proxara review-before-sending overlay on ChatGPT redacting two client PII items
Activity page showing browser and agent events reverse-chronological
Behavioural and vendor intelligence with firm-wide risk trajectory chart
Proxara confirm dialog tokenising a Gemini CLI tool call
Compliance page with regulatory knowledge base showing pending FINRA rule
Claude Desktop pausing on a Notion update with allow or deny choice
Proxara redaction modal flagging 90 PII values inside a client spreadsheet attached to Claude
Proxara MCP visibility: Sankey flow of employees, MCP servers, and AI clients across the firm
Proxara compliance console overview with one critical violation flagged
Proxara review-before-sending overlay on ChatGPT redacting two client PII items
Activity page showing browser and agent events reverse-chronological
Behavioural and vendor intelligence with firm-wide risk trajectory chart
Proxara confirm dialog tokenising a Gemini CLI tool call
Compliance page with regulatory knowledge base showing pending FINRA rule
Claude Desktop pausing on a Notion update with allow or deny choice
Proxara redaction modal flagging 90 PII values inside a client spreadsheet attached to Claude
Proxara MCP visibility: Sankey flow of employees, MCP servers, and AI clients across the firm
Microsoft Teams
Slack

Evidence reaches the tools the firm already runs.

Patterns a log will never show.

Runs in the background. Alerts only when it matters.

Every detection is documented evidence of proactive supervision.

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Quarterly uploads spiking

05101520W1W2W3W4Now

DeepSeek detected

85%15%
82%18%
ChatGPT
95%5%
Claude

Usage spike: +296%

010203030d20d10d5dNow

73% client data at month-end

01020304050Wk1Wk2Wk3End

Redaction rejections rising

05101520W1W2W3W4Now

Quarterly uploads spiking

05101520W1W2W3W4Now

DeepSeek detected

85%15%
82%18%
ChatGPT
95%5%
Claude

Usage spike: +296%

010203030d20d10d5dNow

73% client data at month-end

01020304050Wk1Wk2Wk3End

Redaction rejections rising

05101520W1W2W3W4Now

Tailored for Wealth Management and More

An independent wealth-management firm

Mid-Market and Regulated Firms

For independent wealth and mid-market firms: the controls and the signed record an examiner expects, built around how the firm already works.

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Continuous AI Analytics

Risk and patterns, read from one record.

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Compliance & Audits

Every action mapped to the controls it triggers.

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Policy Enforcement

The firm’s own policy, applied to every prompt, agent, and tool.

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Identity & Attribution

Every AI action resolved to one person, the name a lookup away.

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Put AI to work across the firm’s systems.

Tell us what the firm needs to be able to prove, and our team will reply in a few hours.

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