ZANUS AI FOR FINANCE — BACK OFFICE

The firm runs on documents.
Now they draft themselves.

Quarterly letters, investment committee memos, DDQs, meeting summaries, board decks: a financial firm is a writing operation wearing a suit. The Zanus back office turns your research and records into a working AI staff — drafting, cross-referencing and citing, under your professionals’ sign-off.

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Private tenant or your own server · unlimited users · SOC-2-aligned deployment path

AI work session drafting an investment memo with citations

A real session: memo drafted from the research library — every figure cited, waiting for the PM to decide.

What it does

The DDQ week, compressed

A due diligence questionnaire lands; the AI drafts answers from your prior DDQs, ADV materials and policy documents — each answer cited to its source — and files the draft for compliance review the same day.

Meeting notes that become records

Advisor dictates or uploads meeting notes; the AI produces the summary, the follow-up letter and the task list — filed to the household, in your templates.

Sign-off stays human

Every AI-drafted letter, memo and response lands in Output awaiting review. Nothing with a client’s name on it leaves without a professional’s decision.

Quarter-end as a schedule, not a scramble

The letter cycle is assigned once: on the first business day after quarter close, the AI drafts performance commentary per household from your market notes and templates, cites every figure, and queues the stack in Output. Advisors review and sign — the all-nighter is gone.

Recurring quarter-end work, executed on schedule
Commentary grounded in YOUR research notes
Every draft cited, every sign-off recorded

Quarter-end letter work tracked and prioritized

Investment memos drafted in the firm templates

Committee packets and memos, drafted

The documents that eat analyst evenings: investment committee packets assembled from the research library, position-change memos with the supporting notes attached, annual review decks in the firm’s format. Drafted in minutes, in your templates.

Your letterheads and templates
Supporting research attached automatically
Approval workflow before anything distributes

Financial software is sold by the seat and by the module — one bill for the portfolio system, another for the CRM, another for compliance archiving — while advisors still write quarterly letters at 11 PM and DDQs still eat a week per mandate. Zanus AI: the client-facing front office AND the research-and-reporting back office, unlimited users, flat price — in your private tenant or on a server you own.

Questions, answered

Does the AI make investment decisions?

No. It drafts, compares, organizes and cites from YOUR research and records — allocation and advice decisions are made by your professionals, and every draft carries their sign-off.

Where does the market data come from?

From what you load: your research notes, subscriptions you ingest, your own records. The claim guard applies — no source in your library, no claim in the draft.

The Back Office executes. Who answers the phone?

Front Office AI picks up every call and chat — books, quotes, follows up, 24/7 in 40 languages. Watch it run a business like yours, live.

Front Office live demos →Front Office for Finance