Charlie provides wealth management firms with a customized data infrastructure that automatically aggregates client information from their existing tools, including CRMs, insurer extranets, PDF statements, and emails. The platform normalizes this data into a single, dated, and traceable client record, then connects tailor-made AI agents that prepare meeting dossiers, regulatory documents, and reports. Charlie retains full data ownership for the firm, with all information hosted in France under RGPD compliance.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management firms rely on fragmented data scattered across CRMs, insurer extranets, spreadsheets, and emails, forcing advisors to manually collect and re-enter information for every client interaction. This results in time lost on administrative work, errors from inconsistent figures, and a lack of traceability that weakens regulatory compliance and reporting quality.
Solution
Charlie builds a custom data infrastructure for financial advisory firms by connecting to the software they already use, aggregating client data into a single, unique record where every value is dated, sourced, and traceable. Once this foundation is in place, Charlie deploys tailor-made AI agents that automate specific workflows: preparing meeting dossiers with relevant changes, drafting post-meeting reports, pre-filling regulatory documents like DER and suitability statements, and generating annual fee reports line by line. The platform reads PDF statements, extracts data from emails, reconciles conflicting figures between the CRM and extranets, and keeps a monthly historical snapshot of each portfolio. All data remains the property of the firm, hosted in France, and every AI-generated output requires human validation before use.
Target Audience
Charlie serves independent wealth management advisors (CGP) and financial advisory firms in France, including structured firms and multi-branch groups, as well as firms seeking to reduce manual data entry and strengthen compliance workflows.
Features
- Automated data collection from CRM, insurer extranets, aggregators, GED, emails, PDF statements, and Excel files with no migration required
- Centralized client database with one record per client and contract, where every value is dated, sourced, and traceable
- Monthly historical snapshots of portfolios enabling performance, exposure, and fee calculations from real positions
- AI agents that prepare meeting dossiers, write meeting reports, pre-fill regulatory documents, and flag missing or expired client documents
- Automated reconciliation of conflicting data between CRM and extranet sources
- Monitoring for opportunities and risks such as unfunded PER accounts, nearing structured product observation dates, and outdated KYC documents
- Human validation built into every workflow; nothing is auto-validated and the advisor retains full responsibility
- Data hosted in France under RGPD compliance as a subcontractor (Article 28) with full encryption