However your client asks, the same verified numbers answer. Try all four doors —
Ask about Rachel’s quarter. Every answer is computed from her actual positions, not written by a model.
Facts only, computed from cited data. Anything needing judgment goes to your advisor — it doesn’t guess.
Simulated data · not investment advice.
Every review ships as an audio edition.
Simulated data · not investment advice.
Four doors — open any oneFour doors — tap any one
Her portfolio also picks up the phone.
+1 (447) 224-4665The analyst line, always on. Demo access code 4217 — in production, every client’s access code is their key.
Simulated data · not investment advice.
Kreayt puts an accountable, verifiable, interactive version of your firm in front of every client — without your advisors’ hours, and without breaking the supervision chain.
Your firm’s name on every video. Your clients never see us.
It only tells your clients what the numbers say. The moment a question needs judgment, it stops and hands it to you. It cannot give advice — by design.
You just watched it work. Here’s why you can trust it —
Every door above opens onto this machine. Numbers are computed, checked against a facts-only rule, and held at a human gate — nothing reaches a client until the advisor stamps it, and nothing needing judgment gets answered without you. One review or a thousand — same engine, same evening.
Cited feeds only — licensed market data, Federal Reserve economics. Nothing enters uncited.
Watch it tally — every figure calculated, never written by AI, receipt attached.
Every answer is checked against one rule: state what’s computed, explain around it — and the instant a question needs judgment, flag it for the advisor instead of improvising.
The machine cannot proceed without the advisor. Who approved, when, what changed — books-and-records ready.
The same signed payload becomes the review, the answers, and the line. The doors you just hovered. The private feed is next on the roadmap, not lit here yet.
The AI never does the math. You sign everything. That’s the machine.
Self-hosted rendering on our own GPU fleet; enterprise AI services with zero data retention for language — and the numbers never come from any model at all.
Simulated data · not investment advice · compliance brief for your CCO available on request
A representative afternoon. In production this reads live from your pipeline — every run, every escalation, every sign-off. Here is what reaches the advisor.
The numbers aren’t written by AI — they’re computed by a deterministic engine from cited market data: macro series direct from the Federal Reserve (FRED), prices and fundamentals from licensed market-data feeds, every figure traceable to its source. If a figure can’t be computed from source data, it’s flagged and left out, never approximated. And nothing reaches a client until your advisor signs off.
Compliance-ready, not “FINRA-approved” — your advisor owns the sign-off. A written compliance brief for your CCO is available on request.
Built from this client’s actual positions — the Tesla they bought in October and what drove it, not “the tech sector did well.”
Premium: your own face and voice presenting — with signed consent and AI-disclosure labeling.Every number is computed from cited market data by a deterministic engine — never written by the AI. If it can’t be computed, it’s flagged, never faked.
The client asks “why is my energy position down?” — and the answer is recomputed and redrawn from the same data. A conversation, not a document.
So it’s real, and it’s safe. Here’s what it’s worth to your firm —
Five advisors. Seven hundred fifty conversations owed every quarter. It physically can’t happen by hand — so most clients get a PDF they don’t open. And the generation inheriting the money engages on its own time, in formats it will actually watch. (Javelin Survey of Retail Investors, 2022)
Four inputs — yours, not ours. The page computes; you decide. We assert nothing.
✎ Your numbers — click any figure and type. Everything below recomputes.
prep · meeting · follow-up · ad-hoc questions
Count what applies to you, per client, per quarter: review prep (pulling performance, what moved, talking points) · the meeting itself, plus scheduling · follow-up notes and the “as discussed” email · ad-hoc questions between meetings.
That is what covering your whole book by hand costs every quarter — and today, most of those conversations simply don’t happen. The cost recurs either way; it’s just currently paid in advisor hours and unopened PDFs.
Arithmetic only — no benchmarks, no industry averages. Your numbers, your conclusion.
The ceiling isn’t a meter we bolted on. No video — quarterly or on-demand — reaches a client without advisor sign-off. The supervision chain you’re buying for compliance is the same gate that makes unsupervised generation impossible.
The quarter is the clock. Every quarter uncovered is another cycle of unopened PDFs across your book — and the generation inheriting the money is already deciding which advisors it will keep. Be the firm whose updates the heirs actually watch — before the wealth transfer, not after.
We onboard a small number of pilot firms each quarter — every pilot gets direct founder attention.
Templated reporting talks at everyone in the model the same way. Generative AI invents numbers you’re liable for. An agency can’t cover a book. Kreayt is built to be all three at once: personal, verifiable, interactive.
No script templates. Each video is built from that client’s actual positions and what moved them this quarter. On the premium tier, it’s your own face and voice presenting — with your signed consent and clear AI-disclosure labeling on every video.
Your advisor reviews and approves before first use — who approved, when, and what was edited is logged. Every video exports a full provenance trail for your books-and-records archive. There’s a written brief you can hand your CCO directly.
CSV upload of positions to start — no custodian integration required for a pilot. On the phone line, every client authenticates with their own access code before any portfolio detail is spoken. We’re shaping direct integrations with pilot partners. A technical integration note is available on request.