Frontier AI, grounded in your firm.

Alcova sits between your firm’s systems and the people doing the work. It turns your own data, permissions and rules into context the AI can act on safely, delivered through the tools your team already uses.

The gap this closes

The capability exists. A firm just can’t point it at the work.

The data sits scattered, the permissions are real, and much of how the firm works lives in people’s heads, not in any system.

The CRMThe inboxThe document storeThe platformWhat lives in people’s headsASSEMBLEDOne ordered viewthe AI can act on

Alcova closes the gap: it assembles what the firm knows into a form the AI can act on, inside your permissions.

The architecture

The AI reasons. Your firm is the foundation.

The AI does the reasoning. Alcova holds the firm’s knowledge and feeds it in, so every answer is grounded in your records, your rules and your way of working.

Frontier AI reasons over your firm’s knowledge
Operator + whatever comes next
the governed foundation
Firm knowledgeGovernance & compliancePermissionsAdviser memory
Your sources where the firm’s records live
CRMSharePointGoogle DriveEmailsSlackPlatformMeetingsMCPCustom data sources

The model is the firm’s choice, and swappable. The foundation is the part that stays.

Where the AI fits

The AI changes fast. That’s an advantage.

Frontier AI does the reasoning; Alcova holds the context it reasons over. When better AI arrives, the firm moves to it, and the knowledge Alcova has assembled moves too. You adapt as the AI improves, rather than being tied to one provider’s pace.

The same foundation carries work across the firm, routing and handing off your own procedures between people and agents, with the AI you choose or the Alcova app as the place the work happens.

Portability
Nothing locks you to a provider
Operator

The AI is swappable. Your firm’s knowledge is the part that stays.

What Alcova connects to

It works alongside the systems you already run.

Live today
Microsoft 365 (SharePoint, OneDrive, Outlook, Teams)
Microsoft Entra ID
Salesforce Financial Services Cloud
netwealth
On the roadmap
More platform and CRM connections, prioritised against demand
Custom connectors, built by dedicated integration engineers

If your firm runs on something not listed here, talk to us.

Control and permissions

Permissions are part of the mechanism.

Alcova works through the access your firm already grants, scoped to each person and each client. A person, and any AI working for them, only ever reaches the client data they’re entitled to see. Every action is logged in a complete, time-stamped trail, and your data stays in Australia.

See security
Audit trail Recording
Henderson review · file note
09:02:14 Henderson review file note drafted
09:02:14 Scoped to the records the firm allows
09:02:15 Checked against the firm’s advice policy
09:21:06 Approved by the adviser
09:21:07 Released to the client

Illustrative. Recorded at the outcome level, ready for an auditor.

Common questions

The mechanism, in plain terms.

What is your firm’s knowledge in Alcova?

The part of Alcova where your firm’s own context lives: its data, permissions, preferences and way of working, assembled so the AI can act on it correctly. Within it sit the firm’s own procedures and the guardrails it runs on. It’s built per firm, and it stays the firm’s.

What data does Alcova connect to?

The systems the firm already runs: calendar, email, CRM, documents and meetings. Alcova reads from and writes back to them, inside the firm’s permissions.

Does it replace the systems we already run?

It works alongside the core systems your firm runs on, your CRM, Microsoft 365, your platform, and works with the AI you choose. Where it does the same job as a standalone tool, like a separate notetaker, it replaces that rather than adding another one.

What AI does Alcova use?

Frontier AI from the major providers, with different work routed to the tool best suited to it. Through MCP, your team can also work in Claude, Microsoft Copilot or ChatGPT directly.

Where is our data hosted?

In Australia, in the Sydney region. Backups stay in Australia too.

How it works

The AI reasons. What it reasons over is yours.

That foundation holds what your firm knows, who may see it, and how the work should be done. To see what runs on it, Operator is the product.