Comprehensive Operations Review and a Scalable On-Prem Platform
Detailed Analysis
Assess cash flows, positions, exposures, client portfolios, and reporting workflows to uncover fast ROI opportunities using the systems and dashboards you already trust.
Customized Solutions
Map our multi-level tenancy model (Org → Team → Desk/Advisor → Client) directly to your org chart. Train and infer on your own servers or appliance with role-based access, granular permissions, and complete audit trails.
Proven Value, Delivered Securely
Treasury & Cash Visibility
Consolidate accounts, forecast liquidity, and flag anomalies across banks and entities in one private AI workspace.
FP&A & Reporting Automation
Generate draft forecasts, board-ready narratives, and variance explanations from your existing spreadsheets and planning tools—without sending data to external clouds.
Client Portfolio Intelligence
Summarize household portfolios, surface risks and opportunities, and create clear, compliant explanations your advisors can share with clients.
Data Security & Governance
Deploy on-prem by design—no public cloud, no data egress. Enforce tenant isolation, RBAC, and end-to-end auditability for every query, report, and recommendation.
CaliforniAI
Discussion : Private AI for Corporate Finance & Wealth
Take the first step toward your project goals with a complimentary 30-minutes consultation. In this session, we’ll discuss your requirements, answer your questions, and help you outline the best path forward.
- 30 Mins
- Web conferencing details will be provided upon confirmation