AI for the deal before it's supposed to exist.

The wealth advisor's quarterly review.

An RIA preparing for a meeting with a $20M client wants AI to surface tax-loss-harvesting opportunities by lot, model rebalancing against family liquidity needs, and draft talking points. Every prompt names the client, lists their holdings, references their tax bracket and family dynamics. SpectraVault is the entire prep workflow without ever exposing who the client is.

Estate planning for HNW and UHNW families.

Designing or stress-testing an estate plan involves successor trustees, GST considerations, business succession, philanthropic structures, and family-conflict patterns. AI is genuinely useful for modeling outcomes and surfacing missed issues. With ChatGPT, that becomes training data; with SpectraVault, it's processed in TEE and gone.

The CPA in tax season.

A boutique tax practice running 200 returns. Each contains SSNs, dependents, asset schedules, foreign-disclosure flags. AI dramatically speeds up unusual-item review, K-1 reconciliation, and entity-structure analysis. SpectraVault makes that a 4× productivity win without putting a client's tax data on a third-party server.

CFO and corporate development.

Pre-announcement M&A modeling, board-prep with non-public financials, debt-covenant stress tests, activist-defense scenario planning. Every prompt is material non-public information. SpectraVault is the AI workspace for everything that would be a Reg FD problem if it surfaced in someone else's logs.

AML, KYC, and compliance investigations.

Investigating suspicious-activity reports, sanctions hits, KYC discrepancies on PEPs. The work itself names names — sometimes powerful ones. SpectraVault gives the team AI capability without the operational risk of those names sitting in a vendor's audit trail.

A 6-advisor RIA uses Teams Executive for client-portfolio analysis, financial-plan drafting, and meeting prep — with named CSM, SSO, and a signed BAA equivalent for client data handling.

A single-family office for a $250M+ family uses Sovereign for the principal and key advisors, with dedicated single-tenant infrastructure and a concierge implementation engineer.

An 8-CPA tax practice uses Teams Professional during the season for unusual-item flagging, K-1 reconciliation, and complex-return drafting — encrypted memory across the engagement.

A pre-IPO company's CFO and corp dev team use Executive seats for board-prep, M&A modeling, and debt-covenant work, with role-based memory and Ghost Mode for the most sensitive sessions.

A 25-banker boutique uses Teams Executive for deal modeling, CIM drafting, and buyer outreach work, with dedicated infrastructure and SSO.

Bank compliance teams use Executive or Teams Executive for AML investigations and internal audit work — with exportable signed audit logs that withstand regulatory scrutiny.

The Finance Knowledge Pack

Curated, pre-ingested reference content queryable without ever leaving the vault:

• IRS Publications (Pub 17, 525, 535, 590 and others)
• AICPA guidance and ethics opinions
• SEC/EDGAR filings feed (10-K, 10-Q, 8-K, S-1, proxy statements)
• Reg FD guidance and enforcement examples
• FINRA rules and regulatory notices
• State CPA ethics opinions and IRS Section 7216 guidance
• Selected tax-law updates (current year + prior two)

Current, relevant, and never exfiltrated.

Google with the receipts — and none of the surveillance.

When you need information beyond the Knowledge Pack — a recent enforcement action, a market event, an unusual security — Secure Search returns cited answers without sending deal-identifying detail to an external search engine.

• Scrubs personally- and case-identifying detail from your query
• Routes the scrubbed query through a self-hosted SearXNG meta-search proxy
• Returns results with inline citations
• Retains nothing on the query path
• Emits a signed proof-of-purge record you can audit