TechFides — May 2026
A two-advisor planning firm in Dallas was running three cloud AI subscriptions across two people — one for research, one for meeting summaries, one for document drafting. About $340 a month, growing every renewal.
The bill wasn't what bothered them. What bothered them was the answer to a simple question: where exactly does our client's data go when our staff pastes it into one of these tools?
They didn't have a clean answer. So we gave them one.
What you're actually responsible for
Your clients hand you the financial picture they don't share with their own family. Their account numbers, their tax situation, their estate plan, the second marriage their adult children don't fully know about.
Some of that data is regulated by the SEC, FINRA, your state board, and your custodian. All of it is commercially sensitive. None of it should be moving through a cloud chatbot whose terms can change next quarter.
What private AI looks like in your office
TechFides installs AI on a small workstation that sits in your back office. Each advisor queries it from their own laptop over your office network. The model can reference your prior research, your planning templates, even your firm's own historical work — all in read-only, all without that data ever leaving the building.
One monthly subscription, hardware included. The cost doesn't scale with how much your team uses it.
Where it saves real hours
Meeting prep. Pull a client's prior notes, surface the open items, draft an agenda — without typing anything sensitive into a public tool.
Research drafting. Tax questions, estate scenarios, allocation comparisons — answered with structured citations from your own internal materials.
Document drafting. Personalized client letters, planning summaries, end-of-quarter reviews — drafted in your firm's voice, finished in a fraction of the time.
Custodial statement digest. Long custodial statements turned into a clean, structured summary you can actually use in the meeting.
Why "private" matters here specifically
The advisors who will look smart in three years are the ones who can tell a regulator, a custodian, and a client exactly where their AI runs and what data it touches. "It runs on a workstation in our office and never sends client data anywhere" is a defensible answer. "We use ChatGPT, but we're careful" is going to age badly.
Private AI gets you ahead of that conversation — and it makes the compliance question one short sentence instead of an explanation.
The next step
A 15-minute conversation. We look at how your firm actually runs — research, meeting prep, drafting, custodial workflows — and tell you plainly where AI saves you hours and what it costs.
Own your AI. Keep the client's numbers where the client expects them to be.
Like this? Get the next one Wednesday.
One email per week. No marketing filler. Unsubscribe anytime.