ZANUS AI FOR FINANCE — DOCUMENTS

Ask the research library. It answers.

Investment policy statements, committee minutes, research notes, prospectuses, custodian statements, ADV materials — loaded into curated libraries the AI reads from. Ask in plain language; get the answer with the source cited, scoped to whoever asks.

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

Financial document libraries with priority order

Libraries: current IPS versions outrank drafts, this year’s policies outrank last year’s — you set the order.

What it does

Any format the firm receives

PDFs, spreadsheets, scanned statements, presentation decks, recorded calls — the ingestion pipeline turns what lands in the inbox into queryable knowledge.

Answers with the source

No source in your library, no claim: the AI cites the IPS, the committee minute, the research note — or says it cannot answer. In finance, that discipline is the feature.

Permission-shaped answers

The operations associate asks about the transfer procedure; the PM asks about the position rationale: each gets answers scoped to their role, enforced server-side.

Fifteen years of committee minutes, one question away

“When did we last change the fixed-income allocation policy, and why?” “Which households hold the concentrated position we flagged in March?” “What does the IPS say about alternatives for this client?” The archive answers in seconds, with the documents attached — instead of an afternoon in shared drives.

Plain-language questions across the whole archive
Sources attached to every answer
Priority order: current policy always wins

Precision vector store answering from firm documents

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

Who can see client records?

Only roles you authorize. Permissions reach the field level and the server redacts what a user cannot see — even inside shared views and calendars.

Do our documents train outside models?

Never. Your tenant is isolated; your research and client records are yours alone — and the on-premises option keeps them physically inside your building.

Ask the research library. It answers.

What it does

Fifteen years of committee minutes, one question away

Questions, answered

See it working on YOUR firm — the demo IS the product.