Scale your advice business with intelligent automation
Giving you the edge to provide your clients with the best experience at speed
Advisers managing over $100bn of assets use Alcova to reduce workload, secure interactions and develop a deeper understanding of their clients.
Meet Operator
Unlock insights from client interactions
Turn conversations into useful, structured data. Operator securely reads your emails, documents and meeting notes to extract key information, speeding up advice and reducing your workload.
Document automation
Eliminate tedious manual data entry. Operator fills in documents using information from your interactions, keeping things consistent and reducing errors.
Hidden context from client interactions makes up the dark matter of financial advice
Keep all your meeting notes and documents in one secure place. Share confidently, knowing sensitive information is protected while everyone has access to what they need.
Keep your workflow, lose the workload.
Our AI agents work with your current tools and software, fitting into your established processes while cutting your manual workload.
Industry leading
security and privacy
Security is central to Alcova's infrastructure. Our security framework implements strict controls to ensure the confidentiality, integrity and availability of your data.
Through strong security architecture, continuous monitoring and regular audits, Alcova provides the secure foundation your firm needs to grow with confidence.
Built on industry best practices and aligned with SOC 2 standards, our security protocols protect sensitive client information and maintain compliance with strict regulatory requirements.
Your data is never used to train our
AI for others
Your business information remains private and is only used for your benefit, never to teach our general AI models.
You control who sees
sensitive AI data
Easily manage which members of your team can access specific information or insights generated by our AI.
Transparent AI,
secure foundations
We're open about the AI we use while ensuring every part of our system, verified by auditors (SOC 2 Type II), keeps your information safe.
