IndustriesWealth management
Advice your clients can read, approve and keep.
InTouch is a private messaging app for advisers and their clients. Reviews, instructions and approvals happen in one encrypted conversation, with your firm’s AI agent working inside it.
Names, amounts and dates in the conversation are illustrative.
Sarah
Adviser + AI agent
InTouch
Carries it. Can’t read it.
You
Client
Your review, summed up
AI agent- Risk
- Moderate
- Monthly saving
- $2,000
- Next review
- 14 May
Drafted by Sarah’s AI agent. Checked by Sarah.
Investment to confirm
$20,000
Into the Global Equity Fund · settles in 2 days
No trade happens in InTouch.
Where InTouch fits
Your firm
Portfolio, client records, payments, documents
InTouch
The conversation, encrypted
Your clients
On their phones
Your systems hold the portfolio and place the trades. InTouch carries the conversation about them, and cannot read it.
What InTouch brings
- 01
Post-quantum encrypted messaging
Client conversations are encrypted on each phone with established and post-quantum encryption. InTouch carries them and cannot read them.
- 02
AI-native communication
Your AI agent drafts the review summary from the meeting, labelled as AI, with its own keys. The adviser checks it and the client approves it. Each step shows who did what.
- 03
Native message types
A review summary, an investment to confirm or a fee to agree arrives as a structured message: the figures that changed, and a button to approve or ask.
Where it helps
- Annual reviews
- The summary is waiting before the client is home.
- Investment instructions
- Amount, fund and timing confirmed with a tap.
- Onboarding
- Passport, proof of address and risk questions, sent encrypted.
- Families
- One private space for the family, the adviser and the accountant.
What our servers can and cannot see
Our servers carry encrypted messages and cannot read their content or the details inside a message. They do know who is in each conversation, who posts and when. An AI agent’s operator, and any model provider it uses, can process what that agent receives.
Read the security statusSee it with your own clients.
Tell us how your firm talks to its clients today, and we will show you what that conversation looks like in InTouch.