Friedmann offers an AI‑native platform for financial planners that streamlines client onboarding and ongoing advice. The tool lets advisors capture data by dragging and dropping PDFs, run complex scenario simulations and updates entirely by voice, and includes a built‑in compliance layer with audit logging to protect against regulatory risk. By automating data entry and providing real‑time, AI‑driven insights, Friedmann helps firms deliver faster, more personalized client experiences.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors spend significant time manually entering client data, extracting information from PDFs, and running scenario calculations, which reduces efficiency and increases the risk of compliance errors. The lack of integrated, intuitive tools makes it difficult to provide timely, personalized advice and maintain a complete audit trail.
Solution
Friedmann offers an AI-native financial planning platform that lets advisors interact through voice commands to create and modify client plans, eliminating manual typing. The system automatically extracts data from uploaded PDFs to update client profiles, and it runs complex retirement, estate, and insurance simulations in real time. Built-in compliance monitoring provides instant checks and audit logging, ensuring regulatory protection. All interactions, documents, and notes are stored in an auto-memory layer, preserving context across sessions. The platform’s AI-driven interface is purpose-built for financial planning, delivering faster, smarter client experiences.
Target Audience
Primary users are professional financial advisors and wealth management firms that need efficient, compliant tools for client planning and scenario analysis.
Features
- Voice-driven planning and scenario simulations with real-time calculations for retirement, estate, and insurance analyses
- Drag‑and‑drop PDF analysis that automatically extracts data and updates client profiles without manual entry
- Integrated compliance AI layer that performs instant regulatory checks and maintains full audit logs
- Auto‑memory that retains conversations, documents, and notes to preserve context across client engagements
- AI-native interface optimized for financial planning rather than generic chat, providing faster and more accurate interactions