Four families of sources, connected in a single memory. Nothing is re-keyed: Brain reads, connects, and always cites where the information comes from.
The sources that can be connected in your firm are confirmed during the assessment. Majors structured data is available to firms using the Majors suite. The regulatory feeds cover French and EU texts today (Légifrance, BOFiP, IDD, AML/CFT); other jurisdictions are being added.
Not one more piece of software to learn: a single screen for the firm. Your clients, exchanges, documents and tools are brought together — and every morning, Brain tells you what deserves your attention. It is also one interface for all your AI models: you query the model of your choice, and your sensitive data reaches it anonymised.
Today's focus
Prepare the 2 pm meeting with Mrs Garnier: her last fund switch, the missing documents and the open question about the beneficiary designation.
Deadlines
Sources · emails · March meeting notes · fact-find
Prepare my meeting with Mrs Garnier.
Sources · email of the 12th · March meeting notes · document vault
Meeting notes · Hélène Garnier · March
Switch to the guaranteed fund approved. Review the beneficiary designation before the summer. Children to be told about the planned gift.
Source · meeting of 14 March, drafted by Brain, reviewed by the adviser
During the assessment, we look at your tools and sources, then show you what Brain would display in your firm — your brief, your alerts, your clients.
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