Glynac - Compliance-First AI Workspace for Wealth Managers
Built for regulated environments, Glynac unifies CRM, communications, and investment data into one supervised AI layer. Automate compliance workflows, surface risk, and improve audit readiness.
The Challenge
Wealth management firms operate across fragmented systems—separate platforms for CRM, email, portfolio management, and compliance tracking. This data fragmentation creates massive supervision burdens for compliance teams and exposes firms to regulatory risk.
Traditional solutions require advisors to manually log activities, switch between multiple applications, and rely on periodic audits to catch compliance issues. By the time a problem is discovered, it's often too late.
The Glynac Solution
AI agents that work within your compliance framework, not around it
Knowledge Agent
Contextual AI that understands your firm's policies, procedures, and compliance requirements
Compliance Monitor
Real-time supervision of communications and transactions with automatic flagging of regulatory risks
CRM Automation
Intelligent data capture and client record management that reduces manual entry by 80%
Risk Alerting
Proactive identification of compliance gaps and regulatory exposure before audits
Benefits
- Improved audit readiness with complete data lineage and supervision logs
- Reduced compliance burden through automated workflow approvals
- Enhanced advisor productivity with AI-powered client insights
- Better risk management with real-time regulatory monitoring
- Centralized data platform eliminating fragmented systems
Deployment Process
Pilot (2-4 weeks)
Deploy with select compliance team members and test supervision workflows
Onboarding (4-8 weeks)
Roll out to advisors with training and integration of existing data sources
Production (Ongoing)
Full deployment with continuous monitoring, optimization, and support
Ready to Transform Your Compliance Operations?
Schedule a demo to see Glynac in action and discuss how it can be customized for your firm's specific regulatory requirements.