Confident AI adoption for the regulated firm.
The firm's AI policy enforced underneath the day's prompts, across connected systems and managed devices, with tool calls covered, useful, and on the record.
Real workloads, running through the controls.
Four scenes from the regulated day. The work stays in the tool people already reach for; the guarantee rides underneath.
Wealth management
Quarterly reviews drafted in Claude, with client identifiers held inside the firm boundary.
Wealth management
Quarterly reviews drafted in Claude, with client identifiers held inside the firm boundary.
Enforcement controls across the AI tools in use.
Prompts run through Proxara, in the path. Sensitive content is redacted, the record is signed, and the response is restored on the way back.
Universal AI Supervision
Read morePrompts across the firm’s assistants pass one governed point: browser, desktop, and the tools the team already opens.
Context Awareness
Read moreRedaction that knows the firm’s clients, matters, and policy, kept current from the systems the firm already runs.
Private AI Trust Center
Read moreSingle-tenant topology, retention windows, and the signed audit chain, laid out in the order a security review asks for them.
one control point, one record
One set of controls, mapped to the framework each industry answers to.
The controls are the same everywhere. What changes is the framework citation written onto the audit chain.
Coverage for RIAs, asset managers, broker-dealers, and hedge funds.
PHI held inside the firm boundary across clinical scribes and note assistants.
Privileged matter held back from public models.
Tax return information sealed before it reaches the model.
Customer information governed across underwriting, claims, KYC, and lending.
Professional services, consulting, real estate, executive search, marketing, and recruitment. Trade secrets and client context governed across the AI tools in use.
Adoption that does not wait on a rebuild.
Built for compliance and security teams.
Diligence-ready documentation, prepared in advance. The relevant security and compliance pages are linked below.
Narrower, and closer to the desk.
This page takes the wide view. These four take it down to a specific kind of firm.
Three pages worth bookmarking before the conversation.
AI Governance for RIAs in 2026
A practical nine-step checklist, sourced from the FINRA 2026 oversight report and the SEC FY2026 examination priorities.
Read playbook PillarCompliance-Grade AI Audit
How the audit chain is generated, retained, and presented. Mapped to Reg S-P, FINRA 3110, EU AI Act, and FCA SYSC.
See the chain TrustPrivate AI Trust Center
Single-tenant deployment topology, sub-processor map, retention windows, and the documents that govern the relationship.
Open trust center