Is my client data secure?

FriedmannAI is SOC 2 Type II certified. All data is encrypted in transit and at rest, hosted on IBM Cloud with strict access controls and full audit logging. As an IBM Build Partner, FriedmannAI leverages enterprise-grade security architecture and compliance frameworks to ensure every piece of client data remains protected and private at all times.

How accurate are the AI-generated recommendations?

FriedmannAI combines large-language-model reasoning with verified Canadian financial intelligence, including current tax rates, contribution limits, legal definitions, and planning frameworks across taxation, insurance, and wealth management. Each output is explainable and source-backed, allowing advisors to trace exactly how a recommendation was formed. It's not a black box; it's an AI co-planner that delivers transparent, compliance-aligned reasoning you can validate.

What kind of support do you offer?

Advisors have access to technical support, along with onboarding sessions available upon request. Enterprise partners receive dedicated training, personalized setup, and integration assistance to ensure a smooth implementation experience.

Can I try FriedmannAI before committing?

Yes. Advisors can request access to FriedmannAI before committing. Enterprise partners can also request a private sandbox deployment to test workflows and integrations.

AI-Native Financial Planning Software for Advisors

Trusted by Canada's leading advisory firms

No typing required.

Talk to Friedmann, drop in your client statements, get a full financial plan.

Talk to Friedmann

Use your voice to build an entire plan.

Upload documents

Drop in messy statements,
get a clean client profile.

The finished plan

A polished client-ready plan,
built automatically.

Beautiful plans your clients can act on.

Generate client deliverables in PDFs, Word docs, PowerPoints, Excel files and images.

Design Studio

Custom colours, fonts, layouts and logos, applied to every plan.

The full plan

Everything a client will ask about, answered.

The visuals

Graphs a client understands.

Custom images
for every client.

Create hyper-personal visuals that make you impossible to forget.

Needs analysis, quotes, reason-why letter.

The entire insurance workflow ends in a polished PDF, emailed to your client.

Live quotes

Term and permanent rates from 20 Canadian carriers, all built inside Friedmann.

Needs analysis

The coverage gap, spotted before you ask.

Reason-why letter

The recommendation, drafted for your review.

Show clients the difference
your advice makes.

Compare the current path against your recommendation.

Retirement compare

The current path and your recommendation, side by side.

Sustainable spend

The monthly spend the plan supports, before and after your advice.

Estate

Final taxes at death, and the $260K your recommendation saves.

Depth for the complex cases.

Decumulation, estate transfer and corporate planning, modelled in the same client file.

Model decumulation across RRSP, TFSA and non-registered

Optimize your client's retirement withdrawal strategy, account by account, year by year.

Compare paths with side-by-side scenarios

Retire at 62 or 65, CPP now or later, downsize or keep the house.

Show the shortfall before it happens

Monte Carlo simulations show your client their odds of a successful retirement.

Hear it directly from the advisors.

Cutting my planning time in half, if not more.
After 26 years in the business, I no longer use the software I relied on for the 12 years. The one-page summaries are amazing, and the team is incredibly responsive.

Jeff Smith

the FINancial company inc.

The Swiss Army knife of my practice.
Plans, reports, reason why letters, emails. Easily the best tool I've implemented in the last 10 years. I don't know how I functioned without it.

David Mitchell

Founder · Mitchell Merit Financial Group

I literally talk to it and it goes to work.
One of my favourite parts of using FriedmannAI is being able to think outside the typical planning software 'box'.

Greg Bonnell

CEO · Merestone Financial Planning

By far the best planning tool I've worked with.
Holdcos, trusts, blended families: it handles real complexity with huge time savings and unmatched accuracy.

David Rubin

Head, Tax & Estate Planning · TruStone Financial

Everything stays on the record.

Conversations, documents and advice are stored and organized automatically.

Security

SOC 2 Type II certified, encrypted in transit and at rest, with full audit logging on IBM Cloud.

Built-in memory

Every conversation, document and note, remembered.

Explainable

Every recommendation can be traced back to its source.

Common questions

Everything you need to know about FriedmannAI.

Meet

No typing required.

Use your voice to build an entire plan.

Drop in messy statements,get a clean client profile.

A polished client-ready plan,built automatically.

Beautiful plans your clients can act on.

Custom colours, fonts, layouts and logos, applied to every plan.

Everything a client will ask about, answered.

Graphs a client understands.

Custom imagesfor every client.

Needs analysis, quotes, reason-why letter.

Term and permanent rates from 20 Canadian carriers, all built inside Friedmann.

The coverage gap, spotted before you ask.

The recommendation, drafted for your review.

Show clients the differenceyour advice makes.

The current path and your recommendation, side by side.

The monthly spend the plan supports, before and after your advice.

Final taxes at death, and the $260K your recommendation saves.

Depth for the complex cases.

Model decumulation across RRSP, TFSA and non-registered

Compare paths with side-by-side scenarios

Show the shortfall before it happens

Hear it directly from the advisors.

Cutting my planning time in half, if not more.

The Swiss Army knife of my practice.

I literally talk to it and it goes to work.

By far the best planning tool I've worked with.

Everything stays on the record.

SOC 2 Type II certified, encrypted in transit and at rest, with full audit logging on IBM Cloud.

Every conversation, document and note, remembered.

Every recommendation can be traced back to its source.

Common questions

Is my client data secure?

How accurate are the AI-generated recommendations?

What kind of support do you offer?

Can I try FriedmannAI before committing?

No typing required.

Use your voice to build an entire plan.

Drop in messy statements,get a clean client profile.

A polished client-ready plan,built automatically.

Show clients the differenceyour advice makes.

The current path and your recommendation, side by side.

The monthly spend the plan supports, before and after your advice.

Final taxes at death, and the $260K your recommendation saves.

Everything stays on the record.

SOC 2 Type II certified, encrypted in transit and at rest, with full audit logging on IBM Cloud.

Every conversation, document and note, remembered.

Every recommendation can be traced back to its source.

Drop in messy statements,
get a clean client profile.

A polished client-ready plan,
built automatically.

Custom images
for every client.

Show clients the difference
your advice makes.

Drop in messy statements,
get a clean client profile.

A polished client-ready plan,
built automatically.

Show clients the difference
your advice makes.