An AI control layer that unifies fragmented wealth management and compliance systems into a single source of truth
Glynac A
AI softwar
that unifies various data sources and integrates them to power Gen AI-driven agent
Operational software for RIA
Operational software for CCO
GLYNAC A
Gen AI-driven software with deterministic compliance algorithms for wealth manager and compliance officer workflows.
With easy access to all relevant data, compliance officers can work without friction, viewing complete wealth manager activity without requesting or searching for information For Compliance Officer
For Wealth Managers
Gen AI enables wealth managers to turn fragmented data into usable knowledge, answering complex questions and surfacing insights instantly across their entire workflow
Glynac AI Agent
COMPLIANCE AGENT
Powered by Gen AI & Deterministic Algorithm
Av Compliance Intelligenc
Tracks regulatory change & flags emerging compliance risks before they become issues.
Clara
Documentation Agen
Maintains complianceaudit-ready records, policies, & documentation automatically
Etha
Risk Oversight Agen
Identifies account & transaction level risks & irregularitiesescalates for review
Brando
Surveillance Agen
Monitors communications and trading activity to detect conflicts and anomalies
WEALTH MANAGEMENT AGENT
Powered by Gen A
Ana CRM Agen
Keeps client records accurate, synchronized, and up to date across platforms
Rober
Knowledge Agen
Unifies data across systems to surface actionable insights for decision making
Glynac s Partner
Anthon
Billing and Reporting Agen
Automates fee calculation, invoicing, and financial reporting
Grace
Onboarding Agen
Automates client onboarding by collecting, validating, and organizing required data
