"Remy saves me hours every day, so I can prepare better for meetings and respond to clients faster."
Remy is your AI teammate across the client lifecycle, using living memory to help you grow relationships at every step.
Find referral opportunities in your client network and qualify new prospects with context from your systems and the market.
Walk into every meeting briefed on portfolio and market moves, with client materials already prepared.
Process onboarding documents and conduct Source of Wealth reviews, flagging any gaps and routing files to compliance.
Review every account against its mandate, risk profile, and documents. Remy will flag what needs action.
living MEMORY
Builds deep context from every client interaction.
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Intelligent Prep
Surfaces what matters most and the next step to take.
SIGNAL MATCHING
Connects life, network & market changes to client's portfolio.
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