Build the frontier wealth firm
Purpose-built AI for firms that serve the world’s most complex families. Designed for the age of agents.
Book a demoThe Smartest Platform for Wealth
Manage your business with the most comprehensive view of your clients’ assets, relationships, and entity structure.
- Intelligence PlatformCited answers in seconds
- Custom AgentsWork that runs on its own
- Client AppAn app in your firm’s name
Answer any question about your families, in seconds and cited
Every family, every entity, every market. Caldris reads your records and the world’s data, and shows where each figure comes from.
- Cited answers
- Charts and graphs
- Family records and market data
- Research projects
Automate your operations with custom agents
Describe the job the way you would brief a new hire. Agents do the work on schedule, and nothing leaves without your approval.
- Build agents with plain language
- Agents for tax, reports, research
- Run agents on a schedule
- Sign off agent work before delivery
Give your families an app in your name
Every answer your families see comes from their own records, cites its source and passes your review.
- Your logo, colors and domain
- Access by member and entity
- Advisor review before anything sends
- Requests routed to your team
Private by design. Enterprise security from day one
Each firm has its own sealed space. Your families’ records stay yours, never shared and never used to train anyone else’s models.
Explore Security- SOC 2Type II
- ISO 27001Information security
- GDPREU privacy
- CCPACalifornia privacy
One sealed space per firm
Your firm’s records live in their own isolated environment, encrypted at rest and in transit. No firm shares a space with another.
Your data never trains models
Nothing from your families is used to teach a shared model, now or later. The model works for your firm; it does not learn from it for anyone else.
Every action logged
Every answer, every agent run and every sign-off keeps its sources and its trail, so your firm can audit the work like it would audit a person.
Advisors sign off on everything
Nothing reaches a client without an advisor’s approval. Agents prepare; your people decide.