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Sidekar

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Sidekar captures and develops the specialized intelligence that makes every wealth management firm unique, turning its institutional knowledge, processes, rules, decisions, and expertise into a shared understanding of how the firm operates. This allows firms to safely and accurately deploy AI across their entire organization, without losing the knowledge and context that make their business unique. Sidekar connects to a firm's existing systems and works with the AI assistants teams already use, including Claude, ChatGPT, and Microsoft Copilot. As people and AI agents work, Sidekar continuously captures how things get done, maintains context across systems, and builds an evolving operating model of the firm. Permissions, approval requirements, and audit trails ensure AI can act securely and reliably within the firm's established controls. Today, Sidekar enables AI to do real work across a firm's systems, from retrieving information and answering questions to executing complex workflows like capital calls, reconciliations, and client onboarding. Every interaction also helps preserve and develop the firm's specialized intelligence, making future AI interactions more informed and effective. Over time, this accumulated intelligence becomes something even more valuable: a proprietary foundation for firms to build, adapt, and operate their own specialized AI models, trained on how their organization actually works rather than relying solely on general-purpose intelligence. Sidekar is built for single-family offices, multi-family offices, and registered investment advisors.

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