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Financial Services & Advisory

Grounded answers and drafting over the firm's own client and research data, inside a controlled boundary.

The bind

SEC/FINRA obligations, client confidentiality, GLBA. Public AI on client portfolios is a non-starter.

The documents

The files Microfiber is tuned to work over — grounded in your own records.

  • Statements
  • Filings
  • Planning docs
  • Research
  • Client records

What it does

Grounded answers and drafting over the firm's own client and research data, inside a controlled boundary.

Every answer is grounded in your files and cites its source. When something isn't in your records, Microfiber says so rather than guessing.

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