Your AI for advice. Client data never leaves.
A private AI assistant for portfolios, client files and reports — running on your own servers or on dedicated infrastructure in Europe. Your clients’ wealth data never ends up on ChatGPT.
🔒 Built for client confidentiality: wealth data is never used to train AI, stays in Europe, and is covered by a signed data processing agreement.
For your sector we can guarantee that not even we can access your data.
Uploading a client’s file or portfolio to ChatGPT exposes their wealth data and puts you at odds with the GDPR. But giving up AI means slower work on analysis and reports. There is a third way: powerful AI that keeps every client file inside the practice.
What you can do with Financial Advisors
Summarise how a client’s portfolio is doing in plain language
Draft a periodic report from one of your practice’s templates
Answer a question about a client’s wealth data without sending anything outside
Portfolio summaries
Drafts of reports and proposals
The tools we set up for your sector — ready from day one. Add more anytime.
Start today, no commitment
3 hours · $32
A private machine, yours alone — Ready in 15–30 minutes
What you get, guaranteed
- In Europe by default · GDPR and data processing agreement
- A whole isolated machine, yours alone, for the time you use it
- Never used for training; separate customer storage prevents cross-customer answers
- Sealed Confidential hardware is optional and may run outside the EU only if you choose it
What happens to your documents
When you disconnect, the machine and its disks are destroyed: download what you want to keep before you finish.
No subscription · 30 days to use them · Data processing agreement
Need dedicated capacity? A machine sized to your measured workload: Custom quote →
What it does for you
Portfolio summaries
Reads the positions, summarises performance and explains the figures in plain language.
Drafts of reports and proposals
First drafts of periodic reports and client proposals, based on your own templates.
Research on products and rules
Searches product documents and regulations and cites the source, so you can double-check it.
Meeting preparation
Condenses a client file into a short brief before the appointment.
Who it’s for
- Financial advisors
- Private bankers
- Wealth management firms
- Family offices
Data that stays inside
- Portfolios and positions
- Client files and personal details
- Wealth and income data
- Reports and investment proposals
Compliance
- Client confidentiality — wealth data never leaves the practice
- GDPR — signed data processing agreement + record of processing
- Data kept in Europe — on your own servers or dedicated infrastructure in the EU
- No training on your data — client files are never used to train anyone’s AI
Frequently asked questions
Does clients’ wealth data end up on ChatGPT?
No. The AI runs on your own servers or on dedicated infrastructure in Europe. Nothing is sent to AIs like ChatGPT, Claude, Gemini and Grok and your data is never used to train models.
Does the AI give investment advice?
No. It prepares summaries, reports and research to support your work, and every answer cites its source. Investment decisions and responsibility always stay with you.
Does it work with my tools?
You can start straight away by uploading documents. Any connection to your management systems stays inside your own environment.
Bring PrivateAI24 Wealth to your data
Start with just 3 hours — a private machine, only yours. No big commitment.
3 hours · $32 · Europe by default · optional sealed Confidential hardware by explicit choice · No subscription