A ChatGPT alternative built for UK IFAs and financial planners who cannot paste client portfolios or suitability data into a shared OpenAI account. Runs on a Windows machine in your office, your AI provider keys, your data. Tuned to FCA Consumer Duty and SYSC expectations.
FCA Consumer Duty (PRIN 12) and SYSC 9 record-keeping rules apply to any client-facing output. AI In Your Pocket keeps conversations on your firm's infrastructure — VantagePoint never sees them. All AI-generated content must be reviewed by a regulated individual before issue to a client.
A Windows machine in your IFA practice office runs the AI engine. Your team reaches it via Telegram — no new app to install, works on phones and desktops. Each team member gets their own private memory. Conversations never leave the box.
Self-install in about 20 minutes following the setup checklist, or pay for Managed Install and we run it for you on a 2-hour remote session.