Backed by Y Combinator
AI for financial advisors
Wealth management teams spend thousands of hours creating advice documentation each year. Phases automates advice documentation generation to give you 95% of that time back.
Works inside the systems you already use
Phases automates advice documentation generation using AI. This allows advisors to onboard and serve more clients faster, saving them weeks of waiting for proposals and recommendations.
Documentation generation
Phases constructs proposals and other advice documentation automatically using the provided inputs and context from your CRM, emails, and meeting notes.
In-context review
Phases keeps your team in the loop with the ability to review generated documentation in the context of firm and regulatory standards and formatting.
CRM and file sync
Generated advice documents are then automatically synced into your CRM and file storage, before being sent to the client.
About us
James Wall
CEO
James previously worked at Australia's top investment platform for advisors, has consulted on large technology transformation projects for top Australian banks, and global insurance companies as well as designed AI agents for Fortune 100 companies.
Jonathan van Wersch
CTO
Jonathan previously held senior engineering roles and has built out engineering teams building complex products in the mortgage industry as well for technology companies such as Meta.
Anton Zaliznyi
Chief AI Officer
Anton previously published AI research on microsurgical robotics before joining Palantir to deliver large system integration projects in high-stakes industries.
Security
Zero data retention with model providers
Client data is processed strictly to generate the response requested, then immediately discarded, never stored, logged, or reused beyond that request.
No model is ever trained on your data
The model providers and subprocessors we work with are contractually barred from using client data for training, improvement or any secondary purpose.
Every action is logged and auditable
A complete, timestamped record of what the AI read and drafted, so compliance can review and sign off with confidence.
Compliance
Built for regulated firms
Client data stays isolated and is never used to train models. Every action is logged, reviewed and auditable, the way a compliance team expects.
See Phases in action
A 30-minute walkthrough with your own client data, under your compliance team's terms.