Chargement
An AI Score A→F on every holding of every client, automatically turned into deliverable OCRI/AMF compliance work. An add-on — your records stay in Croesus, Equisoft or Filogix.
Descriptive breakdown — not advice.
Croesus, Equisoft, Filogix — or a simple CSV. Nothing to migrate.
AI Score A→F per position, portfolio health and watch signals, across every client.
Branded brief, scenario comparator, client portal — ready to present.
Built for Québec from line one — French, OCRI/AMF, Canadian hosting.
One click reveals the “why”: pillars, weights, narration. Transparent for client and regulator.
Weighted-average Score + A→F distribution — the verdict at a glance, before the meeting.
RRSP, TFSA, non-reg; group a family and consolidate everything in one view.
Present 2-3 allocation scenarios and choose with the client — audit trail included.
Finished deliverables in seconds, à-la-carte sections, in your brand.
Share documents and a summary via a secure read-only link, in your brand.
Descriptive output (never advice), audit log, KYC/KYP — built OCRI/AMF.
The Score is cached: 0 tokens per portfolio on display.
Polaris is an add-on, not another CRM. Import by CSV today; you keep your system of record and we add the analysis and compliance layer on top.
No. Polaris plugs in on top of your CRM/PMS. Your records stay with you; we add the Score, portfolio health and compliance.
No. Personal information is never sent to the AI engine. Hosted in Canada, Law 25 compliant.
Output is descriptive (categories, signals, comparisons), never advice. Audit log + KYC/KYP traceability.
No. The Score is cached: 0 tokens per portfolio on display. Recompute only on earnings or significant moves.
The Pro portal opens in waves. Tell us about your practice — we’ll reach out to scope it to your firm. Pricing on request, fit to your volumes.