How Drift thinks.

Read-only links to your custodians, portfolio accounting, planning software, CRM, and document store. Drift never asks for write access to systems of record.

Schwab · Fidelity · Pershing · Altruist · Addepar · Orion · Black Diamond · Redtail · Wealthbox · Salesforce · eMoney · MoneyGuide · DocuSign · Google · Microsoft

A semantic graph of every household — accounts, positions, beneficiaries, trust structures, planning assumptions, and the documents that back each one.

Updated continuously. Versioned. Diffable. Every edge in the graph traceable to a source document and timestamp.

Retrieval-grounded answers over your firm’s data — not the model’s imagination. Every claim links back to the position, the document, or the policy it came from.

No hallucinated facts. No "the model thinks." Each output cites its sources by document ID, page, and line.

Drafted client communications, scheduled review prep, compliance memos, beneficiary checks, RMD calendars. Always-on workflows that bring work to the advisor.

Outputs are drafts. Drafts wait for a human signature.

Nothing leaves the firm without an advisor approving it. The morning queue is the interface; everything in it is reviewed, edited, and signed before it ships.

Sign-off is logged. Edits are diffed. The reasoning is preserved next to the final.

Every action, every source, every approval — recorded, dated, and queryable. The regulator’s homework, done before they ask for it.

SOC 2 Type II. SEC and FINRA-aligned. Tenant-isolated. Customer data never trains models.