Client work, completed by AI across the firm’s systems.

Proxara Connect lets approved AI retrieve what a request needs and carry out the work it is permitted to, across mail, files, the CRM, and the practice ledger. Client identities stay inside the firm, and every step lands on a record the firm owns.

Wealth management Accounting and tax

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Claude

Put together the quarterly review brief for the Hendersons before Thursday’s meeting.

proxara · searched the firm’s records

Drafted from the firm’s own systems. Holdings for [client_a] reconciled against [custodian_a], with two open questions flagged for the meeting.

SIGNED

Filed to the record

Personj.moore

ModelClaude

PolicyClient identifiers

The Hendersons[client_a]

acct 4471-9012[acct_a]

Real names return only inside the firm.

Built by a team from:

Start where the firm stands.

Every practice gets its own page and its own rules, with the same record underneath.

Wealth management

RIAs, hybrid broker-dealers, and the teams around them. AI in the practice without a new supervision problem.

Explore wealth management

Accounting and tax

Firms that want AI through busy season with client confidentiality intact and the consent story handled.

Explore accounting and tax

One request. Four systems. The client’s name stays in the firm.

The request

Go into my Microsoft 365 and prepare me for my 10am client meeting.

Calling Proxara

Microsoft 365

Karbon

Salesforce

SharePoint

Microsoft 365 Calendar

10:00 AM · Acme Manufacturing

Annual tax planning review

Outlook

From: Sarah Jones

“Can we revisit the depreciation schedule?”

Equipment Schedule.xlsx

Salesforce

Acme Manufacturing

Relationship manager: Sarah Jones

Primary contact: sarah@acme.com

2026 Tax Planning Notes.docx

Equipment schedule review

Acme Manufacturing[CLIENT_M42]

Sarah Jones[CONTACT_KRX]

sarah@acme.com[EMAIL_P7A]

Prepared for the 10:00 AM meeting with [CLIENT_M42]. [CONTACT_KRX] flagged the tax liability revision, and the follow-up is drafted to [EMAIL_P7A].

What the user sees

10:00 AM · Acme Manufacturing

From: Sarah Jones

Send the follow-up to sarah@acme.com

The request routes through Proxara into the firm’s systems.Proxara gathers the real records inside the firm.Every protected identity becomes a consistent stand-in.Claude works with stand-ins. The team sees the real records.

Integrated into the tools the firm already uses.

Where the work comes from

Approved AI reaches the firm’s own systems through Proxara: mail, calendars, files, the CRM, and the practice ledger. Access follows each person’s own permissions.

Microsoft 365

Outlook

SharePoint

Teams

Salesforce

Karbon

Gmail

Slack

Notion

Where the record lives

Proxara does not replace the archive, the CRM, or the custodian. It writes the AI record beside them, and exports to wherever the firm’s records already live.

Smarsh

Global Relay

Schwab

Fidelity

Orion

Redtail

Thomson Reuters

Morningstar

Starts as adoption. Signed off as compliance.

The work gets faster

Requests are answered from the systems the firm already runs, and the follow-up work is prepared and carried out in the same pass. What took four applications and a handoff is one request.

A team working on laptops around one table

The record stands ready

Every exchange lands in a signed record with the policy that applied. When anyone asks how AI touches client work, the answer is one export.

Proof, the moment it is needed.

When someone asks how AI touches client work, the answer is one export. The evidence pack carries every interaction, signed and chained to the one before it, and a reviewer can check it outside Proxara.

Who asked, which model, what left, and which policy applied
Signed and tamper-evident, kept on the firm’s retention schedule
Exports in full, any time. The history belongs to the firm.

How the audit chain is built

GovernanceAudit history

Download audit record

	When	Person	What changed
	Jun 18, 2026, 2:14 PM	avery.chen@northbridge.example	Protection rule changed
	Jun 18, 2026, 11:02 AM	avery.chen@northbridge.example	Live mode enabled
Technical verification Record number4,181 Previous record hash9f3a1c7b2e04…a1d5c88b Record hash2b71e4c90f38…4c9a0e21 Signing keynp-2026-q2 Signatureed25519:MEUCIQDr3k…8b21
	Jun 17, 2026, 4:48 PM	devon.okafor@northbridge.example	Review status changed
	Jun 17, 2026, 9:30 AM	avery.chen@northbridge.example	Insight resolved
	Jun 16, 2026, 1:05 PM	system	Activity recorded

Signed entries, chain head, and public key, so a reviewer can check them outside Proxara.

Open the console the way a reviewer would.

The real console, running on a stocked example firm. It opens on Activity, the record of what Proxara handled quietly. A record, not a worklist.

Handled

Activity

16 interactions worth flagging in the past week (2 critical, 3 high). Proxara handled each one; the full record is below.

Worth knowing39d ago

Marcus Webb: A full client account number in a trade-break reconciliation prompt was sealed before it reached the model

CHATGPT · Reg S-P · FINRA 3110 · Trading

Worth knowing39d ago

Gateway · postgres: A blocked agent's query to Postgres carrying client account numbers was refused at the wire

QUERY · Reg S-P · SEC 2026

Recent activity · 14

Severity	Who	What	Frameworks	When
medium	MCP Gateway · slack	A client's address in a message drafted through the Slack connector was sealed before the tool call left the device	Reg S-PFirm Policy	39d ago
high	Browser Marcus Webb Trading	Account numbers in a trade-break reconciliation prompt were sealed before egress	ChatGPTReg S-PFINRA 3110	39d ago
high	MCP Gateway · linear	Client PII in a Linear issue body created from Cursor was sealed before the tool call left the device	Reg S-PFirm Policy	40d ago
high	Browser Sofia Marchetti Wealth Advisory	Client names in a marketing draft pasted into an unreviewed AI tool were sealed on the way out	Other AI toolsReg S-PFINRA 2210	40d ago
medium	Browser Nathan Cole Trading	A client household's positions in a hedging prompt were sealed before egress	GeminiReg BIFirm Policy	40d ago
low	Browser Tom Baxter Operations	An internal SOP pasted for summarization carried no client data; logged for completeness	GeminiFirm Policy	41d ago
medium	Browser Avery Chen Wealth Advisory	2SSN and date of birth in an onboarding summary were sealed before upload	ClaudeReg S-PReg BI	41d ago
low	Browser Priya Raghavan Research	A portfolio commentary draft carried a client's holdings; sealed before egress	ClaudeReg S-P	41d ago
medium	MCP Gateway · google-drive	A client CSV opened from Google Drive by a coding agent carried account numbers; the values were sealed in the tool result	Reg S-P	42d ago
medium	Browser Elena Vasquez Investment Banking	Deal counterparty names in a memo rewrite were sealed before egress	ChatGPTFINRA 2210Firm Policy	43d ago
low	MCP Gateway · notion	A client name in a Notion page drafted from Gemini CLI was sealed before the page write	Firm Policy	43d ago
medium	Browser Omar Haddad Wealth Advisory	A beneficiary change request pasted for rewording carried client PII; sealed before egress	ChatGPTReg S-PReg BI	43d ago
low	Browser Rachel Stein Investment Banking	An internal fee schedule in a formatting prompt was sealed as a precaution	PerplexityFirm Policy	45d ago
low	Browser Grace Liu Research	A research note carrying a client's holdings was sealed before search	PerplexityReg S-P	45d ago

Clickable. Open the tabs the way the firm does.

Four ways in.

Firms arrive at one of these first, then work outward from it.

Start with ConnectOne consent, nothing installed, and the firm’s own systems reachable under policy.Cover the deviceIT pushes one signed package and every laptop comes up protected on its own.Have the answer filedThe record builds itself, so a request for evidence becomes a download.Try it for fourteen daysReal work, the firm’s own matters, no fee, and a decision in writing.

Put AI to work across the firm’s systems.

Tell us which systems the firm wants AI to reach, and a person will reply.

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