RoundTable
An operating system and hub for a financial advisory firm: one place that unifies the CRM, documents, and tools, with an AI assistant that answers from all of it. Bank-grade per-user data access and SEC/FINRA compliance built in.
Problem: Finding one answer about a client meant bouncing between a dozen systems: the CRM, the document vault, planning tools, custodians, call logs, meeting recordings, each with its own login, none of them talking to each other. The data existed. It was just scattered across a fractured stack, and stitching it together by hand was slow, draining, and easy to get wrong.
Approach: One place to ask. The AI assistant reaches across all of it and answers in plain language, so a question that used to mean a dozen open tabs now takes a single sentence. Every answer is automatically scoped to what that team member is supposed to see, and everything stays audit-ready and compliant by default, so the team just moves faster without managing the guardrails themselves.