Advisors live inside an ocean of internal notes, market research, regulatory updates, client meeting summaries, and investment rationale documents. The challenge isn’t collecting information — it’s retrieving the right insight at the right moment with full compliance confidence.
AskTuring gives Wealth Advisory, RIA, Asset Management, and Private Banking teams superhuman document intelligence powered by patent-protected RAG, multi-layer privacy, and precision citations — without exposing sensitive client data.
Financial advisors need fast interpretation of internal research, policies, methodologies, and past decisions.
Typical RAG systems merge similar context, strips contextual nuance, and loses logic. AskTuring's intelligent segmentation preserves all regulatory relationships and compliance requirements intact.
Key capabilities:
Preserves MOAs assumptions and footnotes with disclosures maintaining ministerial rationale completely
Our risk frameworks ensure the AI understands not just what was said
Financial research is dense with compliance docs that are strict and nuanced. AskTuring's patented two-stage system automatically tags and filters for precision.
What it does:
Automatically tags and identifies the right document subset for accurate analysis
Retrieves only the most relevant sections reducing noise and improving accuracy
AskTuring is designed to operate around an LLM without ever storing data. It was architected from the ground up with multi-layer privacy guarantees.
Your data guarantee:
Full isolation of client data with encryption at rest and in transit
No data ever used for training models with stateless processing leaving nothing
Different client questions require different strengths including structured reasoning and narrative synthesis. AskTuring automatically picks the best LLM based on intent and performance.
Routing based on:
Some need structured reasoning while others require narrative synthesis or transformation
Intent and performance giving consultants the strongest reasoning engine for every query
Board-level recommendations demand confidence and absolute precision with zero room for error. AskTuring checks each factual claim across multiple LLMs consistently.
Outputs include:
Global confidence scores with fact-level reliability ratings for transparent decision support
Model-by-model agreement breakdown perfect for market claims and benchmark industry insights
Click straight to the exact source for complete traceability and verification. This makes validation fast, transparent, and client-safe.
Cites:
The exact table in a deck and the specific chart in a report
The right section in a playbook with the paragraph that defines framework
Research Retrieval & Investment Rationale Summaries
Ask:
“Summarize our 2024 overweight thesis on emerging markets — cite from our research.”
Answer appears instantly, grounded in your own firm’s internal reports.
Compliance Rules & Policy Interpretation
AskTuring finds, explains, and cites:
KYC/AML rules
Suitability criteria
Firm-specific compliance guidelines
Disclosure requirements
Audit-ready documentation
Perfect for advisors needing real-time, compliant answers.
Portfolio Notes, Meeting Summaries & Internal Memos
Upload years of client files.
AskTuring retrieves:
Prior recommendations
Past decisions and reasoning
Risk tolerance notes
Performance discussions
Client objections and resolutions
Everything is cited and instantly verifiable.
Client Communication Drafts — Consistent & Compliant
Advisors get on-brand, compliant messaging grounded in firm-approved sources — never hallucinated or improvised.
Draft:
Market commentary
Quarterly updates
Investment explanations
Portfolio change rationales
Internal advisor notes
All with citations.
Faster Onboarding for New Advisors & Analysts
Junior team members can ramp up fast by accessing the firm’s entire knowledge base — organized, searchable, and instantly summarized.
Clients using AskTuring report:
See the Impact in 10 Minutes
