Scale your advice business with intelligent automation
Giving you the edge to provide your clients with the best experience at speed
Advisors managing over $100bn of assets use Alcova to reduce workload, secure interactions and develop a deeper understanding of their clients.
Meet Operator
Unlock insights from client interactions
Turn conversations into actionable intelligence. Operator securely analyses emails, documents and meeting notes to extract and structure key data points, to speed up advice and reduce your operational workload.
Document automation
Eliminate tedious manual data entry. Operator intelligently populates documents using information gathered from your interactions within its secure framework, ensuring consistency and reducing errors.
Hidden context from client interactions make up the dark matter of financial advice
Uncover crucial client context with a centralised, intelligent, and secure space for your meeting notes and documents. Collaborate confidently, knowing sensitive information is protected, whilst ensuring everyone has access to organised insights.
Keep your workflow, Lose the workload.
Our AI agents integrate seamlessly with your current tools and software, fitting into your established processes while significantly reducing your manual workload.
Industry leading security and privacy
Security stands as a cornerstone of Alcova's enterprise infrastructure. Our comprehensive security framework implements rigorous controls to ensure the confidentiality, integrity, and availability of your data.
Through robust security architecture, continuous monitoring and regular audits, Alcova provides the secure foundation your firm needs to scale with confidence.
Built on industry best practices and aligned with SOC2 standards, our security protocols protect sensitive client information and maintain compliance with strict regulatory requirements.
Your data is never used to train our AI for others
Your business information remains private and is only used for your benefit, never to teach our general AI models.
You control who sees sensitive AI data
Easily manage which members of your team can access specific information or insights generated by our AI.
Transparent AI, secure foundations
We're open about the AI we use while ensuring every part of our system, verified by auditors (SOC 2 Type II), keeps your information safe.
