All products are purpose-built on our AI-GRCC governance foundation. Start with the solution that's right for your institution and add capabilities over time—all on a single, secure, governed platform.
The control layer that governs every AI action in your institution
Most AI tools operate outside of your control. You can't see who used them, confirm what they did, or stop mistakes before they happen. For a regulated institution, that is a supervision and compliance problem, not a technology upgrade.
Verapath checks all AI requests against the rules you set, including who is allowed to use it, what data it can touch, and what it can do. Every request, decision, and result is written to a permanent record that can't be altered.
Turn your approval processes into governed, guided AI automation
Tasks like opening an account or closing a loan require reliance on email, spreadsheets, and people's memory. When steps are missed and an examiner inquires, documentation isn't reliable.
With Greenlight, you define a process once as a series of steps. The product runs each step, checks the documents and data, and pauses for a human approval wherever it's required. Nothing advances until the prior step is complete and every action is recorded.
One AI-native platform to evolve the wealthtech stack, one capability at a time.
VIRA lets firms evolve their wealthtech stack without requiring an all-at-once change. Firms decide what stays, what changes, and what goes.
Start with what each application already does well. VIRA brings that capability inside your environment and configures it for your firm. Validate it, retire the external application when you are ready, then move to the next capability.
Keep. Transform. Retire.
An agentic wealth platform that puts governed AI in your advisors' hands
Advisors want to give every client personal, timely advice. But the research, meeting prep, and compliant content take hours they do not have, and doing it with public AI tools puts client data at risk.
FYN gives each advisor 100+ purpose-built AI agents and automations, for meeting prep, investment research, market updates, compliant content, and next-best actions that draw on your firm's own connected data. Advisors deliver the results to clients through a branded app, by in-app alert, text, or email. Verapath delivers FYN with our partner, Fynancial.
Tell us about your institution and we will customize the right entry point for you and your team.