Focal Ai Superpowers For Wealth

Focal goes beyond AI-driven note-taking, tasks, agendas, and email generation by automating actions and clicks across wealthtech tools—saving financial advisors 10+ hours each week. Focal partners with RIAs, IBDs, and other large financial institutions to offload data entry, admin work, and form-filling, across systems and tools. Executives at Fidelity, Vanguard, KPMG, Ritholtz, and many more trust Focal for secure and compliant note-taking. Our enterprise-grade security includes- No personally identifiable information (PII) is stored in our AI models - You fully control your data—never shared with other customers - Deployed on Microsoft’s most secure Azure infrastructure - SOC 2, MFA, SSO, TLS 1.2+, and AES-256 encryption