What Brain gathers

Brain starts from what
your firm already knows.

Four families of sources, connected in a single memory. Nothing is re-keyed: Brain reads, connects, and always cites where the information comes from.

Majors structured data

  • Clients
  • Fact-find
  • Risk profile
  • Allocations
  • Portfolio monitoring

Exchanges & meetings

  • Client emails
  • Calendar
  • Meetings & notes

The firm's foundations

  • Document vault
  • Internal documents
  • History & case studies
  • The firm's tone

Official regulatory feeds

  • Légifrance
  • BOFiP
  • IDD · AML/CFT
Installed in your firm · 100% sovereign Majors Brain Active brain · firm memory
  • Sourced answers, drawn from your own data
  • Client file summaries and meeting preparation
  • Documents and meeting notes written in the firm's tone

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.

A tour of the interface

A simple interface.
Everything is already connected.

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.

Majors Brain Illustrative · fictitious data
TodayTuesday
Prepared by Brain at 7:30 am
3overdue
5today
4to approve
2to watch

Morning brief

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

  • 3:30 pm — annual review for the Bertin family
  • Mr Rousseau's mandate still unsigned since Friday
Day to day

The same tasks,
without chasing information.

The taskTodayWith Brain
Preparing a meetingFive tools reopenedA sourced brief, ready before the meeting
Knowing who to follow upThe adviser's memoryAn alert in the morning brief
Writing up meeting notesIn the evening, after the dayA draft in the firm's tone, ready to review
Finding a past decisionDigging through emailsA question in the chat, with the source
Checking a regulatory pointSearching the official textsThe answer, quoted from the official text
Best seen for yourself

On your firm,
not on a demo.

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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30 minutes
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