Your Agentic AI Platform Powering Front, Middle, and Back Office Workflows
Increase capacity across investment managers, financial advisers, and back office teams through integrated, enterprise-grade intelligence. Palindrome is designed to fit existing processes, supporting adoption and delivering sustained operational impact.
The data foundation of Palindrome. It connects securely into existing systems and works across every level of data maturity, removing silos and unlocking the full value of structured and unstructured data without requiring pre cleaned inputs.
Our integrations playbook lets you bring any CRM or back office, with two way connectivity across fact find fields, client document stores, and case packs, keeping information complete, consistent, and always up to date.
The AI core of Palindrome. It powers agentic workflows by applying client data, firm rules and user preferences within defined guardrails.
Unlike generic AI, Palindrome is built for wealth, trained to operate inside firm frameworks, benchmarked against historical data, and continuously improves through automated feedback loops.
The result is best in class intelligence, adapted to your workflows that drives tangible business outcomes.
The experience layer of Palindrome. It manages the full client lifecycle with role based workflow automation across front, middle and back office.
An intuitive chat interface supports client discovery and complex tasks, while outputs can be surfaced directly in existing systems.
By turning intelligence into action where people already work, Act ensures adoption is seamless and impact is immediate.
Palindrome is the only AI platform built for wealth that adapts to your firm, configured to your exact needs instead of forcing you to adapt to it
Outputs are tailored to your firm’s templates, tone, and style, delivering ready-to-use results without manual rework.
Your AI models are trained on your firm’s data to improve accuracy, compliance alignment, and trust in every output.
Multiple agents are combined to support complex, firm-specific workflows at scale without sacrificing precision.
Palindrome integrates with Teams, SharePoint, and existing CRMs such as Xplan and IO, embedding directly into daily workflows without disruption. With our integrations playbook, new bespoke connections are deployed rapidly, ensuring AI runs inside the systems your teams already use without disruption.
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