INDUSTRY
Review investments, contracts and markets in a fraction of the time, while client and portfolio data stays secure.
WHY IT MATTERS
Your portfolios hold the answers. You cannot work them safely.
Portfolio figures, custody feeds and KYC files are all there. Using them with AI compliantly needs a governed context.
Knowledge is scattered across systems
Data cannot be used compliantly
No plan for where AI pays off
AI THAT WORKS IN FINANCIAL SERVICES
One AI platform your teams can actually use.
Your systems and investment data become usable under one governed context. The use cases in wealth management actually run.
Your knowledge comes with you
PMS, core banking, CRM, custody feeds, market data, files and other internal sources are connected.
Your data stays protected
Sensitive data stays masked, in Europe, and trains no external models.
Your teams work in one platform
All core functionalities, all models – nobody uses a private AI tool again.
You create value by using AI
All wealth management use cases are viable. You make productive use of AI.
EXAMPLE FROM A CLIENT
Four days of analysis and reporting become one hour.
How a wealth management team builds a client report on their holdings today: in one chat instead of four working days.
1. The brief
An adviser needs a client report that shows how the holdings stand against the client's goals.
2. The data is brought together
Financial figures and qualitative notes on each investment are pulled from across assets and desks.
3. The analysis is supported
The platform surfaces the key positions and conditions, so the adviser reads the situation faster.
4. The report is built
From the same data, a client-ready presentation is produced in the company branding.
5. The adviser refines
The adviser checks the figures and the narrative, then adjusts the deck by prompt in seconds.
6. The result
Reporting drops from four days to one hour, and nothing leaves the secure environment.
WHERE BLACKMOUNTAIN HELPS
Every one of these started as a real request from a real wealth management client and now runs weekly.
Track regulation automatically
Changes under DORA, the EU AI Act and case law reach you from the sources you choose, which halves research time and lowers legal risk.
radar
Review contracts and KYC files
Agents check contracts and KYC documents against your checklists, so day-to-day review runs faster and compliance stays provable to the regulator.
agent stduio · KNOWLEDGE HUB · INTEGRATIONS
Keep AI costs predictable
Smart routing picks the most economical model for every request, so costs stay planfull even when query volume runs permanently high.
CHAT · control tower · intelligent routing
Advise with the full picture
Teams interact with the combined data to weigh sensible next steps, so advice goes beyond the status quo and clients get better-informed recommendations.
CHAT · KNOWLEDGE HUB · Assistants
Work on sensitive data safely
PII masking, EU models and hosting let teams work with client and financial data without putting GDPR compliance at risk.
pii-enforcement · eu-mode
RELEVANT MODULES
The tools wealth management teams use daily.
Knowledge Hub
Portfolios, reports and expertise, usable across every team.
Chat
Daily AI workspace for teams, connected to company context.
Agent Studio
Turn complex tasks into reusable workflows.
Integrations
Your PMS, core banking and CRM systems connected.
Control Tower
See which teams use AI, for what, and at what cost.
Permissions keep the right people in the right context. Sensitive company data stays controlled, EU governance remains visible, and human oversight is supported through clear workflows and Control Tower visibility.
HOW ADOPTION IN FINANCIAL SERVICES WORKS
From private AI tools to targeted adoption.
For financial services teams, AI has to be practical, secure and aligned with sensitive client and portfolio information.
Phased rollout
You start team by team. Special features give first-time users an easy start.
Use cases
A dedicated advisor finds what truly pays off and implements it for your teams.
Governance and cost control
Adoption spreads where value is proven, with usage and cost visible throughout.
Built for sensitive financial data
Your teams adopt AI in an environment made for the EU AI Act, European-hosted and run by a European company, so they can work with AI on sensitive financial data without taking on security risk.
