AI File Cabinet for Wealth Management. Signed agreements and household documents found in seconds.
AI File Cabinet keeps the firm's documents in drawers per department and files per household: signed advisory agreements, account applications, trust certifications, beneficiary forms, recorded review notes. Every page is read and every recording transcribed, so staff ask in plain words and open the proof at its page. Each person gets one right per drawer: read, add, edit or manage.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Create a drawer for operations; advisors can read, only operations staff can edit.”
Lisa“Done: the operations drawer is created; advisors have read access and operations staff can edit. Should each household get its own file?”
Any setting, in any module · applied only on your yes
How Wealth Management use it
An associate asks for the trust certification on file for the Lee household and opens it at the signature page.
Operations scans a mailed beneficiary form by phone into the household's file, and it becomes searchable right away.
Before a review, the advisor asks which version of the advisory agreement the client signed and opens it.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Drawers per department with one right per person: read, add, edit, manage
- Files per project, customer or matter; documents of any kind with versions
- Every page read, every recording transcribed; ask in plain words and open the proof at its page or second
- 100 GB of archive included, more space when you need it
- Phone scan, e-mail-in, filing from Mail and Phone; imports from Drive, Microsoft, Dropbox, Box and ZIP
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
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Questions & answers
AI File Cabinet for Wealth Management: questions & answers
Can an AI find documents for a wealth management firm?
Yes. AI File Cabinet reads every page and transcribes every recording, so staff search in plain words and open the answer at its page or second. Files are kept per household with versions.
Who can see client documents in the file cabinet?
Only the people you allow. Each drawer gives every person one right, read, add, edit or manage, so operations controls who can change signed paperwork.
How do documents get into the file cabinet?
By upload, phone scan, e-mail or filing straight from Mail and Phone, and you can import an existing archive as a ZIP. Everything can be taken out again as one ZIP.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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