Security & trust
Built for confidential work.
You work with information that can't leak – client financials, live mandates, buyer identities. Analyst3 builds AI agents that run inside your environment, under your permissions and retention rules, so confidentiality holds by default – leaving you free to put AI on real work.
How it stays confidential
Handled by default.
- Runs inside your own environment and accounts wherever possible
- Permissions aligned to client, deal and team boundaries
- Confidential data isolated and governed by your retention rules
- Access controls and logging on every material workflow
- Evaluated against real examples before anything goes live
- Works within your firm's regulatory and records-keeping requirements, including communications archiving
Ownership & control
You own it. You decide.
- You own the code and the data – and you're never locked in. Change it, pause it, or bring it fully in-house whenever you want.
- The AI prepares the work; your team decides. It never acts outside what you set up, and it doesn't replace your legal, tax, valuation or advisory judgment.
Confidentiality's handled. Let's talk outcomes.
We'll cover data handling and permissions quickly, then focus on the workflows worth automating first.