Your Agentic AI Platform for front, middle and back office.
Increase capacity across investment managers, financial advisers, and back-office teams through integrated, enterprise-grade intelligence.
Three layers,
one intelligence stack.
Palindrome is designed to fit existing processes, supporting adoption and delivering sustained operational impact. Extract connects to your data, Reason applies firm-specific intelligence, and Act surfaces outputs where your teams already work.
foundation.
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 brings any CRM or back office, with two-way connectivity across fact-find fields, document stores, and case packs.
core.
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.
Continuously improves through automated feedback loops, delivering best-in-class intelligence adapted to your workflows.
layer.
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.
Outputs surface directly inside existing systems, turning intelligence into action where people already work.
The only AI built for wealth that adapts to your firm.
Configured to your exact needs, instead of forcing you to adapt to it. Palindrome reflects your templates, your tone, your data, and your tools.
Tailored Outputs
Outputs are tailored to your firm's templates, tone, and style, delivering ready-to-use material across advice and operations.
Tuned for Accuracy
Your AI models are trained on your firm's data to improve accuracy, compliance, and confidence in every generated output.
Complex Workflows, Solved
Multiple agents combine to support complex, firm-specific workflows at scale, from prep and review through to client-ready actions.
Seamless Integration
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.
Change management that delivers outcomes.
Driving change requires more than new technology. Palindrome supports adoption through workflow integration, hands-on support, and continuous optimisation, helping firms embed new ways of working and realise lasting value.
Dedicated change managers
Every client has a dedicated change manager to guide rollout, remove friction, andembed new ways of working.
Pre-deployment scoping
We scope processes and workflows before deployment so AI aligns with yoursetup from day one. This minimises disruption, keeps UX consistent, and makesadoption seamless.
Measure what matters
Adoption is tracked continuously with clear KPIs, giving leadership visibility onproductivity, usage, and realised value.
Continuous optimisation
Palindrome delivers value from day one and compounds over time, with workflowsand agents refined through real world usage and automated feedback loops.
Codify and scale
Each deployment is turned into a repeatable playbook that scales across teams,regions, and acquisitions, embedding change as part of the firm’s DNA.
