Meeting briefs built from years of client history. Follow-ups drafted. Every promise tracked. Installed on your own machine — and nothing sends without you.
A three-step setup on your own machine — not a cloud account someone else controls. Windows first; Mac to follow.
Orchestrator indexes your email history securely on install, so it knows every client conversation from day one.
Briefs prepared, replies drafted, statements filed. You review and send — it never acts without you.
An email arrives, Orchestrator reads it, finds what it needs, drafts the reply and files the paperwork — while you watch.
Client data isn’t shipped to someone else’s cloud to be useful. The index lives with you.
Every outgoing message waits for your review. The adviser stays the adviser.
Every action logged — what ran, when, and for whom. Designed with Consumer Duty evidencing in mind.