Your practice, fully autonomous.
AI agents that handle compliance, portfolios, reporting, and growth — so you can spend every hour where it matters: with your clients.
AI agents that handle compliance, portfolios, reporting, and growth — so you can spend every hour where it matters: with your clients.
Each agent operates autonomously, learns your firm's playbook, and executes around the clock.
Start each morning with a compliance digest. The agent scans regulatory updates, your ADV filings, and policy gaps to surface what truly matters.
Watches drift across every account, triggers rebalancing within your IPS guardrails, and harvests tax losses — all documented for audit.
Generates personalized quarterly reports, performance summaries, and billing reconciliations — branded to your firm, delivered on schedule.
Identifies prospects, drafts personalized outreach, nurtures leads, and books discovery calls — while your advisors focus on clients.
The Compliance Agent reads every SEC release, cross-references your policies, and surfaces risks before they become exam findings.
The Portfolio Agent monitors every account. When drift exceeds your thresholds, it acts — rebalancing, harvesting losses, and documenting rationale.
Less compliance prep
Avg tax savings per firm
More client touchpoints
Full quarterly report
Enterprise-grade security. Your clients trust you with their life savings — we built with that in mind.
Annual audits with continuous control monitoring.
AES-256 at rest, TLS 1.3 in transit. Zero-knowledge.
SAML/OIDC single sign-on with mandatory MFA.
Every agent action logged and exportable for SEC exams.
Meets Rule 206(4)-7 and FINRA cybersecurity guidelines.
US-based AWS only. GDPR and CCPA compliant.
Sign in once, and gain access to your most necessary apps without switching tabs.
BracciaCap's agents changed the way we show up for clients. Compliance prep is faster, reporting is sharper, and our entire team uses it daily. We added 40 new clients last quarter without a single hire.
No per-seat charges. No hidden fees. Cancel anytime.
Most tools assist — they summarize or surface info. Our agents are autonomous operators that execute: generating compliance docs, rebalancing portfolios, delivering reports, booking calls.
AES-256 at rest, TLS 1.3 in transit, SOC 2 Type II certified. US-only data residency. Zero-knowledge architecture. Full audit trail for SEC exams.
No. We integrate with Schwab, Fidelity, Altruist, Wealthbox, Redtail, Salesforce, and 30+ tools. No rip-and-replace.
You're always in control. Agents generate proposals you approve with one click. For full automation, enable it within your IPS guardrails.
Most firms are live within 2 weeks. Day 1: connect accounts. Days 2-5: configure your playbook. Days 5-14: supervised mode. Then fully autonomous.
30 days, full access, no credit card. Dedicated onboarding specialist included.
30-day free trial. No credit card required. Dedicated onboarding included.