AI for wealth managers · Geneva & Lausanne
Space for thelong view.
ChatGPT and Claude for your investment practice. Protect client information with a defined privacy setup, and match AI spending to the work your team needs.
Let’s talkThe right tools.
We select and configure OpenAI and Anthropic tools around your work, then train your team to use them well.
FoundationPrivacy, built in.
Before using sensitive information in ChatGPT or Claude, define the account, enabled tools, access rules and retention terms. Stealth provides zero data retention (ZDR) arrangements for eligible processing.
StealthCosts in balance.
Review subscriptions, model choice and context size against the work actually needed. Pixel helps match AI resources to each task, keeping the cost per useful result in view.
PixelIn practice
Across yourworking day.
AI that works with your files and applications, following your methods.
The next reporting cycle, prepared.
Refresh portfolio and cash reports from your existing data. Bring commentary, source references and points to check into one reviewable pack.
Diligence, with the gaps in view.
Prepare investment notes around your own framework, with supporting evidence and questions that deserve a closer look.
The context, before the meeting.
Gather correspondence, decisions and follow-ups into a concise brief for a client, investment manager or family meeting.
An office that remembers.
Turn recurring routines into shared procedures and keep relationship records current, with proposed updates ready for approval.
Your team reviews the work and decides what happens next.
In Geneva and Lausanne.
Based in Lausanne, ogram works with professional teams in Geneva, Lausanne and across French-speaking Switzerland, in French and English. We start with one workflow, define which sources and tools it can use, and review the results with your team before extending it.
Privacy and securityA starting point
Let’s start withyour practice.
A conversation about your work, your constraints and where AI can help.
Or book a call