The AI you can use on client portfolios.

Why cloud AI is off the table for client work

Your obligations to clients — and to regulators — make confidentiality a duty, not a preference. Every cloud AI tool means transmitting client data to a third party’s servers, where it sits in someone else’s logs, subject to someone else’s breaches, retention policies, and subpoenas. Most firms have simply banned it for client material — which means the most useful technology of the decade sits unused for exactly the work where you’d save the most time.

What advisors use it for

Copy any result straight into your CRM or email with one click, or export a clean PDF. It works on a plane, at a client’s kitchen table, or anywhere else your laptop goes — no connection required.

Five prompts to try on day one

Attach the document, ask in plain English. Every one of these runs entirely on your Mac — nothing is uploaded. One honest limit to know: on-device models read a bounded portion of a long attachment — roughly the first 10–15 pages on Personal, nearly double that on Professional — and the app labels the document “partial” whenever that happens, so you always know what the AI saw. Full-document retrieval is next on our roadmap.

1. “Here’s a client’s quarterly statement — summarize performance, flag any concentration risk, and give me three talking points for our review meeting.”
2. “Compare this portfolio against the 60/40 target we agreed on — where has the allocation drifted by more than 5%?”
3. “Draft a plain-English email explaining the rebalance we discussed — reassuring tone, no jargon, under 200 words.”
4. “Turn my meeting notes into a follow-up letter documenting what we discussed and the actions each of us agreed to take.”
5. “Read these two custodian statements and list every fee charged last quarter, with the page it appears on.”

Built to be defensible

• Private by architecture, not policy. No account, no telemetry, no network calls during use. Verify it yourself with a network monitor.
• An accountable vendor. Signed and notarized through Apple’s developer program, published by OnyxLinc LLC, a US company — not an anonymous app store listing.
• You stay in control. AI output is a draft for your professional judgment — review before it reaches a client, like anything an assistant hands you.