Beta
Our product
Compliance Agent
Fund documents in — a country-by-country gap report out.
What it does
Built to act, not assist
ComplianceDesk is an AI regulatory compliance agent for Swiss wealth and asset managers. A fund document goes in — factsheet, KID, KIID, prospectus or brochure — and a gap report comes out telling you exactly where it fails Swiss, EU, UK or US requirements, with paste-ready replacement wording.
- Rules first, AI second — deterministic checks before narrative review (auditable, defensible)
- Cross-jurisdiction in one pass: FINSA, FINMA, EU SFDR, UK SDR, US distribution legends
- Paste-ready remediation wording, not just gap-flagging
- Structured audit trail: regulation cited, evidence, page, replacement, placement
- White-label multi-tenant — your brand, workflows and governance on the front-end
Deployment
Runs on-premise or in a private cloud on your own infrastructure — the capability, and the data, stay yours.
At a glance
Specification
| Attribute | Detail |
|---|---|
| Built for | Swiss & cross-border wealth and asset managers |
| Deployment | GD-hosted AWS Zürich · hybrid · full on-premise |
| Foundation | Lyzr multi-agent platform |
| Integrates with | FE fundinfo, Kneip, Confluence — built to fit, not compete |