Now accepting founding firms. Limited cohort for law, CPA, and advisory firms.

[ ADVISORY FIRMSON PREM AI ]

On-prem AI for sensitive client planning work.

Enclos delivers the AI appliance, private browser workspace, advisory workflow tools, setup, updates, and support so your firm can use AI on planning documents, review prep, summaries, and client communications without sending them to public AI tools.

See It In Your Firm

Installed in your office. Accessed in a browser. Managed by Enclos.

The Enclos appliance beside a laptop running the Enclos workspace configured for a wealth advisory firm
THE SYSTEM · ADVISORY FIRMS

[ 01THE WORK ]

Client service needs leverage. Client context needs control.

Advisory teams need to prepare for meetings, summarize planning documents, review client materials, draft follow up, and organize action items.

That work often includes sensitive financial and personal context.

Enclos gives the firm a local AI system for that work.

[ 02WORKFLOW TOOLS ]

Use Enclos for:

  • WF·01Client review preparation
  • WF·02Financial plan summary
  • WF·03Investment policy statement extraction
  • WF·04Review packet summary
  • WF·05Client email draft
  • WF·06Action item extraction
  • WF·07Internal knowledge search
  • WF·08Compliance review support
A completed client review preparation brief in the Enclos workspace with discussion topics and action items
Client Review Preparation — snapshot, key changes, discussion topics, and action items, grounded in the client's own planning documents.
A team member working in the Enclos private browser workspace
THE PRIVATE WORKSPACE · ADVISORY FIRMS
HUMAN REVIEW · BY DESIGN

Built for advisor review and approval.

Enclos helps advisors and teams prepare, summarize, draft, and organize. It does not replace advisor judgment or provide automated investment advice.

[ 09BOOK A DEMO ]

See on prem AI running for your firm.

See how the appliance, workspace, workflows, source evidence, exports, and managed service fit together for your team.

  • Appliance included
  • Runs locally
  • Browser workspace
  • Workflow tools
  • Managed support
  • Audit history

Installed in your office. Accessed in a browser. Managed by Enclos.