A firm standard that works with any AI.
Set how your firm works once, and keep it independent of any single AI. Any frontier model can work with it, so as the AI advances your firm moves with it, never rebuilt and never locked to a vendor. The standard you set is the part that lasts.
A conversation about your firm’s standard.
Claude
Microsoft Copilot
ChatGPTSet the standard once. Three things change for the firm.
With the firm’s way of working held in one place and the AI it chooses doing the support work, the economics, the advisers’ time, and the firm’s grip on the work all move at once.
Grow the firm without growing the team.
For as long as anyone can remember, more clients meant more people, and cost-to-serve climbed as you scaled. With the standard carrying the support work, capacity rises while the cost stays flat. The gap between the two is what the firm keeps.
Illustrative. Serving more clients the old way means more support staff; with Alcova the same team carries it. The gap is what the firm keeps.
Advisers do more with their time.
Most of an adviser’s week goes to admin and support, not advice. When the standard carries that work, the same week re-points at clients: more reviews, more conversations, more of the work only an adviser can do.
The standard carries the admin and support work, so the same week points at clients.
See the work is done to your standard.
Because the work follows the firm’s standard, leadership can see it is being met. The firm’s checks run as advice is produced, and every action leaves a complete, time-stamped record your licensee can hand straight to an auditor.
The full treatment lives on Security.
Every action time-stamped, so your licensee can hand the trail straight to an auditor.
Three places to take it further.
Operator
The foundation that takes on the support work, with the frontier AI you choose.
See OperatorWhy Alcova
The case for treating this as a change to how the firm is built, not another tool to add.
Read Why AlcovaYour stack, your controls
Data residency in Australia, permissions the firm sets, and a record of every action.
See SecurityThe questions firm leaders ask first.
How is this different from the meeting tools our advisers are trying?
Those work at the meeting. Alcova works across the firm’s whole support function. The full case is on Why Alcova.
What happens when a better AI comes along?
You move to it. Your firm’s data, permissions and accumulated intelligence sit in Alcova, not in the AI, so you get the upgrade without rebuilding and without being tied to one provider. How it works.
How does a rollout start?
Meeting transcription and file noting is usually the logical place to start, but if not, we work with you to find where is. From there it’s a phased plan, each step earning the next, so nothing disrupts how the firm runs day to day.
Will advisers actually use it?
Two ways it lands: the meeting workflow they feel on day one, and a safe, controlled way to give the advisers asking for a frontier AI exactly that, inside the firm’s boundaries. For advisers.
Isn’t this just expensive help with emails?
A tidier email or a quicker note shaves a few minutes off a task, and it won’t move the numbers you report on. What moves them is the work stuck between people: the document sitting days in a queue, the form, the handoff. Alcova points the effort at those processes, the ones that shift cost-to-serve and capacity.
Start the conversation.
A conversation about your firm’s standard, and what changes when Alcova carries the support work behind your advisers. See pricing first.
Book a time →