Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Chat for your team for Wealth Management. AI chat with sources for financial advisors

AI Chat for your team is AI chat with sources for financial advisors and their staff: it searches the web, reads the pages and shows where every fact came from, then checks each one before anyone relies on it. It never reads the firm's client records, and card and bank numbers are removed before any AI sees a message.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Chat for your team · Checked twice

AI chat with sources for financial advisors: a partly verified answer and the independent check, real Zanus AI screen

Checked twice

Each answer is checked by an independent AI and by code, and every number and date must appear on the page it cites.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Set Verify to Always for everyone at the firm.”

Lisa“I'm setting Verify to Always, so every answer is checked by an independent AI and by code. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Wealth Management use it

With cited AI research for advisor staff, a paraplanner checks a published figure on an agency's own page before writing it into a client letter.

An associate needs the office number of a pension plan's administrator; it is given once two sources confirm it.

An advisor plans the trip to a conference, and the flights and the link to book arrive in one card.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Web answers: the web searched and read, every fact cited
Fact checking: an independent AI and code check every answer
Verify badges: verified, partly verified or not verifiable
Legal card: the rules, your options and the next steps
Weather: ten days, the alerts in effect and a map
Near me: stores with the stock, the price and the hours
Write it as: a letter, memo, brief or report from cited sentences
Who can use what: AI Chat opened per level and department
Data and privacy: card and bank numbers removed first

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Chat for your team does, for every business ›

Works withAI Time Machine AI Knowledge

With sources

An AI fact checker for advisory firms, source by source

Sources and checks

The Sources panel lists each page read; the Checks panel lists each fact located on its page, with the passage quoted beside it.

Official pages first

On a question of law, the state's code, a court or an agency are marked official, read first and cited for a rule.

Said plainly

Where the sources do not print a rule, the answer says so instead of inventing one, and a partly verified answer counts the facts to confirm.

The Evidence file

Evidence keeps the pages read and the checks of an answer, for the day someone at the firm asks where a figure came from.

Set-up

A secure AI chat for wealth management in 2 minutes

Who may use it

Tell Lisa which levels of the firm get the chat, such as advisors, paraplanners and client service, and what each may do.

Verify setting

Keep Verify on Auto, which checks what matters, or set it to Always so every answer is checked before anyone reads it.

What never reaches an AI

Card and bank numbers are removed by themselves; add the content your administrators want blocked for the whole firm.

A week of questions

Try it for 7 days with no credit card and read the sources and checks behind every answer your team relied on.

Questions & answers

AI Chat for your team for Wealth Management: questions & answers

Does the chat read our client records?

No. It searches the web and never reads the firm's records; questions about clients, files and procedures belong to the AI Team Assistant, which answers from your own documents.

How are the facts in an answer checked?

By an independent AI from another company than the one that wrote the answer, and by code: every number, price, address and date must appear on the page it cites. A paraplanner sees one badge per answer, so a partly verified one is confirmed before use.

Can planners rely on it for advice to a client?

It gives information from the sources it shows, with a badge saying how much they hold up. A fact is confirmed on its page before it is used, and the advice to a client stays the advisor's own.

What is removed before the AI sees a message?

Card numbers and bank numbers are removed before any AI reads a message, and Temporary chats are never kept, so a sensitive question leaves no history behind.

Who at the firm may use it?

Your administrators decide who may use what, per level, and whether a person may turn the checks off. This private AI chat for RIAs belongs to the firm, not to anyone's personal account on a public chatbot.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.