Talk to Friedmann
Easily build plans, update client profiles, and analyze complex financial situations — with just your voice.
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with
Backed
by
SOC 2 Type II
certified
Live insurance rates from
Why Friedmann?
Everything you need to deliver exceptional client experiences
AI-Native Interface
Faster, smarter, built specifically for financial planning—not generic AI chat.
retirement simulation, john
⌘K
Clients
JM
John Mitchell - Retirement Simulation
Calculations
Run CPP optimization
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Voice Planning & Simulations
Plan, update, and run complex scenarios entirely by voice. No typing required.
0:12/0:34
Recording...
Parsed Intent
Scenario TypeRetirement
Inflation Rate2.1%
Retire Age62
ClientJohn Mitchell
Drag & Drop PDFs
Auto-analyzes documents and updates client profiles instantly. No manual data entry.
Table
Extracting...
Account Number
Holdings
Beneficiary
Tax Lot Data
94% confidence
Compliance AI Layer
Built-in compliance checks and full audit logging to keep you protected.
AllWarningsMy Actions
TimeActionStatusUser
14:32Retirement projection saved
AM
14:28Insurance recommendation generated
AM
14:15KYC verification pending
Sys
14:02Document uploaded
AM
Auto-Memory of Everything
Remembers all conversations, documents, and notes. Never lose context again.
Memory Timeline
Live
Nov 12
Retirement planning discussion
Nov 18
RRSP statement uploaded
Dec 3
Updated retirement age to 63
Today
Context retrieved: All retirement discussions
Real-time Calculations
Analyze scenarios about retirement, estate planning, insurance, and more with instant calculations.
Inflation Rate2.1%
Retire Age65
Initial Savings
$1,200,000
$2M$1M$0
+$124K at age 82
65758595
Enterprise Security
SOC 2 Type 2 certified. Enterprise-grade data protection.
Meet the team
Built by financial professionals and technology experts who understand your challenges
Common questions
Everything you need to know about FriedmannAI
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Request AccessOur Founder's Vision
"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 Too many great advisors are limited by outdated tools, and too many Canadians are left without clarity.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, FriedmannAI
