The private LLM,
purpose-built for wealth management.
The state-of-the-art large language model built for finance — with a native set of cutting-edge capabilities for portfolio commentary, compliance documentation, and client-ready research. Hosted privately for your firm.
Today, wealth managers use AI
without owning it.
Consumer LLMs know nothing about your clients, your book, or your compliance requirements. Every session starts from zero, every prompt leaves your perimeter, and none of the model's improvements come back to you.
The winners run private, firm-specific AI inside their perimeter — refined against their own client and portfolio data. Improvement that compounds for them, not the market.
Everything an advisory team needs,
in one model.
Grounded, defensible answers — for every client conversation.
Grounded portfolio commentary
Generate client-ready commentary verified against statements and custodian feeds — not memory.
Suitability & compliance documentation
Produce documentation that's defensible in front of a compliance officer or regulator.
Client data sovereignty
Client PII, holdings and advisor notes never leave your perimeter — enforced by design.
Advisor research assistant
Turn a portfolio query into client-ready commentary, with a compliance check built in.
Ready to give your firm a private LLM?
Thirty-minute call. We'll walk through the platform, discuss how comparable institutions are deploying orchid01, and assess fit with your investment process and compliance requirements.