ADVISORY FIRMS · ON PREM AI

On prem AI for sensitive client planning work.

Enclos delivers the AI appliance, private browser workspace, advisory workflow tools, setup, updates, and support so your firm can use AI on planning documents, review prep, summaries, and client communications without sending them to public AI tools.

Installed in your office. Accessed in a browser. Managed by Enclos.

See It In Your Firm
The Enclos appliance beside a laptop running the Enclos workspace configured for a wealth advisory firm

Client service needs leverage. Client context needs control.

Advisory teams need to prepare for meetings, summarize planning documents, review client materials, draft follow up, and organize action items.

That work often includes sensitive financial and personal context.

Enclos gives the firm a local AI system for that work.

Workflow tools

Use Enclos for:

  • WF—01Client review preparation
  • WF—02Financial plan summary
  • WF—03Investment policy statement extraction
  • WF—04Review packet summary
  • WF—05Client email draft
  • WF—06Action item extraction
  • WF—07Internal knowledge search
  • WF—08Compliance review support
A completed client review preparation brief in the Enclos workspace with discussion topics and action items
Client Review Preparation — snapshot, key changes, discussion topics, and action items, grounded in the client's own planning documents.
The Enclos private browser workspace
HUMAN REVIEW · BY DESIGN

Built for advisor review and approval.

Enclos helps advisors and teams prepare, summarize, draft, and organize. It does not replace advisor judgment or provide automated investment advice.

See client review preparation running locally.

Book An Advisory Firm Demo

See on prem AI running for your firm.

See how the appliance, workspace, workflows, source evidence, exports, and managed service fit together for your team.

See It In Your Firm

Installed in your office · Accessed in a browser · Managed by Enclos