Designed to integrate with your workflow — not replace it.
Finlogica operates as a controlled production and review layer behind the existing adviser environment — not as a replacement adviser desktop or wealth platform. Inputs and outputs can move through controlled email, secure shared folders or API integration, with procurement-grade controls applied across each deployment model.
Adviser-supervised by design. Finlogica does not provide personal financial advice. Authorised advisers and licensees retain advice scope, client-facing judgement, approval and record-keeping responsibility.
Three ways to integrate. One commercial model.
Deployment options
Select the integration model that best fits the licensee’s operating environment, control requirements and implementation pathway.
Authorised users submit fact-find and portfolio inputs from an approved adviser mailbox. Outputs are returned to the same secure mailbox, with inbound and outbound TLS, sender authentication, attachment handling and content scanning applied.
Secure when configured. Standard email is not in scope.
A customer-aligned folder structure with role-based access, audit logging and retention controls. Suits firms that prefer file movement to remain within their existing document-control environment.
Direct integration into the licensee’s adviser, CRM or platform stack. Suited to firms that want controlled advice production and review embedded into existing workflows rather than another adviser desktop or replacement wealth platform.
Commercial model
Scoped under NDA and sized to advice-file volume across the licensee, not adviser seats.
A time-bound evaluation against a defined client cohort or remediation backlog. Run-level evidence is retained against each file, with pilot success criteria agreed in advance.
Production capacity is sized to file volume, with tenancy and control options matched to the licensee’s requirements. Dedicated tenancy and customer-managed keys are available where required.
Assess → Pilot → Validate → Scale. Each stage produces evidence for the licensee’s risk committee, audit and governance forums.
Procurement-grade controls across deployment options.
Aligned to the security, confidentiality and availability themes assessed by risk, compliance, IT-security and procurement teams in regulated environments.
Assess → Pilot → Validate → Scale.
Each stage is designed to produce specific evidence for the licensee, risk committee and audit review.
Map Finlogica against current advice production, existing AI exposure and target use cases.
Run a defined client cohort or remediation backlog. Measure output quality, control evidence and time-to-file against agreed pilot success criteria.
Present outputs and run-level evidence to the licensee’s risk committee, with independent validation where required.
Scale to licensee file volume, using the controls and tenancy model selected during validation.