AI for wealth managers that works across your whole practice, and keeps you in control
Opafex reads your CRM, platforms, email and documents into one memory. It turns plain-English requests into review packs, follow-ups and research for sign-off.
What it takes off your plate
- Annual reviews, drafted before they’re due
- It finds every client due a review and pulls their latest valuations and allowances.
It drafts a review pack per client from your template, queued as proposals. - The whole practice, at a glance
- A principal’s cockpit shows review backlogs, SLA breaches and Consumer Duty gaps.
It flags vulnerability indicators and adviser capacity before they bite. - Hours back, every adviser, every week
- Meeting prep, note-writing and chasing happen before the adviser sits down.
More clients seen, same headcount, without changing the systems you run on. - Secure capture from clients and field staff
- Build secure mini-apps by describing them: fact-finds, risk profiles, onboarding and annual-review questionnaires.
Send a one-time code; answers land as structured data, encrypted to your key.
Built for a regulated practice
- Grounded in your evidence
- It answers from your documents and cites the source.
It catches claims it cannot back and confirms every write happened. - Nothing fire-and-forget
- Anything touching a client becomes a proposal you approve, edit or reject.
It risk-classifies and logs every action for compliance and Consumer Duty. - Private by default, per adviser
- Each adviser’s agent sees only that adviser’s clients, connections and files.
You decide everything shared across the practice. - Your keys, your data
- Bring your own model keys, encrypted at rest.
A private deployment keeps data in your database and refuses any shared provider.
See the whole thing, end to end
An interactive walkthrough in seven scenes, with no sign-up. A working morning, the knowledge grid, operatives and the security model.
Questions firms like yours ask
Can advisers use AI notetakers in client meetings?
Yes, if the adviser checks every note before filing it. Clients must know about the recording first.
Can you put client information into ChatGPT?
Not into a personal account, but possibly into a business one after six checks. Your staff are probably doing it already.
Does a small business need an AI policy?
If anyone on your team uses AI for work, you need one page of rules. Here is a template sized for a small firm.
Common questions
Do we have to replace our CRM or platforms?
No.
Opafex is a layer across your CRM, platforms, email and documents.
It acts through them and replaces nothing.
Is AI safe to use in a regulated advice firm?
Yes.
Agents stay sealed per adviser and sensitive actions need your approval.
It risk-classifies and logs every action for audit; bring your own keys or deploy privately.
Could it invent a figure from a client file?
The design prevents it.
Answers cite their source in your evidence.
The platform catches unsupported claims and re-reads every write to confirm it happened.
How do clients send information securely?
Through secure operative mini-apps you build by describing them.
Send a secure link or one-time code.
Answers, documents and signatures arrive as structured data on the adviser's dashboard, encrypted to your key.
See it on your own practice
Book a walkthrough
We will show how an Opafex agent runs across your systems.
You see what it takes off your plate first.