Accelerate Client Work with Intelligent Automation

Alcova's AI agents automate tasks, secure client communications, and streamline workflows end-to-end. Save time, protect client data, and grow your firm while building stronger client relationships.

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Everything You Need to Automate, Secure, and Scale Your Firm

Email Security
Prevent accidental emails to the wrong clients
Advice Platform
Automatically build your own intelligence platform of client advice shared within your firm
Automate
Automate tasks without leaving your email environment, such as document filling and signing, following up with clients, and finding client information.
Alcova Data Room
Data Rooms
Securely share documents with clients and partners, retain control over who can access them, and make previous advice available to clients in a secure environment.
Workflow
Workflows
Processing client requests, onboarding new clients, and more

Integrations

Built into your existing workflow

Alcova integrates with the tools you already use so that your team doesn't have to change their workflow.

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Security

Industry Leading Security & Privacy

At Alcova, security is not only a top priority but built in from the first day. We implement rigorous controls to ensure the confidentiality, integrity, and availability of your data. Our approach to security is built on industry best practices and aligns with SOC2 standards to protect sensitive client information and maintain compliance with strict regulatory requirements.

By combining robust security measures with continuous monitoring and regular audits, Alcova ensures that your data remains safe while enabling your firm to scale securely.

Go to Trust Center

  • Enterprise Level Security

    We implement SOC2-Type I and soon SOC2 type II security controls verified by an external auditor.

  • Granular Permissions

    We provide granular role-based permissions to restrict access to sensitive data within your team.

  • Model Transparency

    We provide transparency into the models we use for each task, and never use customer data in training new models.

  • Data Security & Sovereignty

    We encrypt all data with per-customer keys and process it exclusively in Australian data centres for ANZ customers, ensuring compliance with local privacy regulations.

Next Steps

Have a use case in mind?
Let's talk about how we can help you.

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Built in Melbourne, Australia