AdviceSafe

Your advisers are using AI.
Keep your clients' data out of it.

Do your advisers use AI to interpret client case files?
Do they do it without sharing your clients' identities?
Do they do that online too?

Built for advisers using AIAdviceSafe is designed for financial advisers who want to use AI to help understand and interpret client documents, without unnecessarily sharing the client’s identity. It creates a simple privacy layer between sensitive client information and the AI tools advisers increasingly use every day.Your client documents stay on your computerAdviceSafe processes documents locally on your device. The original client document does not need to be uploaded to AdviceSafe, sent to our servers or stored in the cloud. Personal information is identified and removed on the adviser’s own computer, before the document goes anywhere near an AI platform.Remove identity. Preserve meaning.AdviceSafe is designed to remove the information that identifies the client, not the information that explains their case. Names, addresses, contact details, National Insurance numbers and policy or reference numbers can be removed, while pension values, contribution details, dates, benefits, charges, investment information and other important financial data remain intact.From client document to AI ready in secondsDrop a client PDF into AdviceSafe and it analyses the document for personal identifiers. Where necessary, it can read scanned documents using OCR too. AdviceSafe then produces a cleaned version for review, allowing the adviser to check what has been removed before using the information with AI.Built specifically for financial adviceGeneric redaction tools have to understand everything. AdviceSafe is being developed around the documents financial advisers actually work with: pension statements, provider correspondence, valuations, illustrations and client case files. That allows us to focus on preserving the financial information that matters while removing the identity that doesn’t.AI is already entering financial adviceAdvisers are discovering how useful AI can be for understanding complex documents, researching cases and working more efficiently. AdviceSafe is designed to make that workflow safer and simpler.AI needs the case. It doesn’t need the client’s identity.