Talk to Friedmann
Easily build plans, update client profiles, and analyze complex financial situations — with just your voice.
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Why Friedmann?
Everything you need to deliver exceptional client experiences
AI-Native Interface
Faster, smarter, built specifically for financial planning—not generic AI chat.
Voice Planning & Simulations
Plan, update, and run complex scenarios entirely by voice. No typing required.
Drag & Drop PDFs
Auto-analyzes documents and updates client profiles instantly. No manual data entry.
PDF
profile
Compliance AI Layer
Built-in compliance checks and full audit logging to keep you protected.
Auto-Memory of Everything
Remembers all conversations, documents, and notes. Never lose context again.
Real-time Calculations
Analyze scenarios about retirement, estate planning, insurance, and more with instant calculations.
Enterprise Security
SOC 2 Type II certification in progress. Enterprise-grade data protection.
Common questions
Everything you need to know about Friedmann
"After 15 years helping Canadians plan their futures, one thing became clear — advice needs evolution. Too many great advisors are limited by outdated tools, and too many Canadians are left without clarity. I built FriedmannAI to change that — to bring intelligence, transparency, and trust back to the core of financial planning."
Michael Dutra
CEO & Founder, FriedmannAI
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