A living memory of what matters to every household.
Upfloat maintains a provenance-aware profile of each household — goals, values, life events, not just balances — and turns it into compliance-reviewed client stories advisors deliver with confidence. Built on Anthropic's managed agents, with the firm's data staying firmly the firm's.
Deep, two-way integration into the systems you already run.
Discovery, structured automatically
LLMs read the unstructured relationship data firms always had but never used — transcripts, notes, emails — and resolve it into one household identity, with every fact traced to its source.
Event-aware pre-meeting briefs
Upfloat keys off upcoming meetings to assemble an internal brief automatically — what's changed, what matters, what to raise — so advisors walk in prepared, not scrambling.
Compliance-reviewed client stories
The household profile becomes client-facing stories in the formats heirs engage with — including short video. Nothing sends without advisor approval; every output is logged for FINRA / SEC review.
The heir as a first-class user
Upfloat models the household across generations and engages the heir directly — before the transfer — turning the next generation from an unknown contact into a known, retained relationship.
NPI-grade security
Encryption and least-privilege access; per-firm row-level isolation, built toward SOC 2 Type II.
Supervision & archiving
Every AI output is logged and archivable for exams under the Advisers Act of 1940.
Human in the loop
Nothing client-facing sends without advisor approval — no unsupervised AI advice.
Your data stays yours
Firm data is never used to train shared models. The household graph belongs to the firm.