AI for financial advice firms.
Alcova is the adoption and safety company for wealth management. Put Claude, ChatGPT or our own Operator to work, safely: a CRM that updates itself, your procedures run across the team, and client documents with the modelling inside.
Operator does the steps. Your team approves the ones that matter.
Rolling this out firm-wide? For compliance and risk
Wealth management has only ever grown one way.
More clients meant more advisers, more associates, more support. The firm’s ceiling was set by how many people it could hire.
Alcova changes that. Operator coordinates the work across your firm, handing each step between your people and the AI you choose, with your knowledge and controls behind it. You take on more clients without hiring at the same rate. Growth stops being tied to headcount.
Built in three parts.
The AI does the thinking. Alcova keeps the firm's knowledge and feeds it in. You can swap the AI; the firm's knowledge is the part that stays.
Advice firms use Alcova for
See Operator →Advisers managing over $0bn of assets use Alcova to make the most of AI.
Inside your permissions, on systems you control.
And nothing reaches a client without an adviser approving it.
See security →Sending this to your compliance team? Start them here
The frontier moves every few months, so any tool you commit to now is already on its way to being overtaken. You run the best available today and move to whatever surpasses it without rebuilding, because your firm’s knowledge and controls stay with you rather than inside any one vendor’s tool. The decision you make today still stands as the tools change.
The questions firms ask first.
What is Alcova?
Alcova brings tools like Claude, ChatGPT and our own Operator into your advice firm, with your knowledge, procedures and compliance behind every answer. You get the best tool for each job without the data risk.
Who is it for?
Advice firms, from independent practices to enterprise licensees. Advisers, the people who run the firm, and the compliance team each get something different from the same Alcova.
Does it replace the tools we already use?
It works alongside the core systems your firm runs on, your CRM, Microsoft 365, your platform, and works with the AI you choose, so you’re not re-architecting your stack. Where it does the same job as a standalone notetaker, it replaces that rather than adding another one.
Is our data safe?
Yes. Access stays inside your firm’s permissions, everything it does is logged, and your data is never used to train anyone’s AI. See security.
How do we get started?
Most firms start with one of three jobs: the CRM that updates itself, a procedure Operator can run across the team, or the documents and modelling. Book a time and we’ll pick the one already in your queue.
Where your firm’s knowledge becomes AI ready.
Plenty of tools will take notes or speed up a task. Alcova is the foundation under all of it, keeping your firm’s knowledge where the AI you choose can work on it, and where it stays yours.