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Chartered’s AI Assistant
Your Intelligent Business Partner

“Built for finance - Smarter answers. Faster decisions.”

Why It Matters

Your time is valuable. In a world where financial complexity can slow decisions, the Chartered AI Assistant provides clarity and speed. It gives you trusted insights and streamlines routine tasks - so you can focus on what matters most: serving your clients and driving results.

Unlock these benefits

  • Search documents instantly

    Get accurate and comprehensive answers from official product documents, terms & conditions, and more.

  • Run portfolio queries

    Check your holdings, price history, and compliance thresholds.

  • Generate reports on demand

    Export answers as PDF or download tables as CSV/XLS for audit and analysis.

  • Multi-language

    English, German, French, Japanese, Hebrew, and Mandarin are supported.

  • Flexibility

    Use the assistant in pop-up, docked panel, or full-screen mode—whatever fits your workflow.

Chartered AI Assistant – More than a ChatBot

  • Built for regulated environments: Verified sources and transparent references for every answer.
  • Secure by design: Your data stays within our ring-fenced environment.
  • Future-proof: Part of a broader AI roadmap that evolves with your needs
“This is just the beginning. Our AI Assistant is built to evolve, unlocking new possibilities for efficiency and innovation.”
Be part of the future – join our Beta Programme!

We’re looking for enthusiastic beta testers to help shape the next generation of AI features. Your feedback will be invaluable in making this tool even better.

Sign up for Beta Testing