An AI Twin Of Your Operations Desk That Never Makes The Decision
Desk Twin by BraivIQ knows your procedures, your records and your notes, answers with sources, and prepares the regular work, from reconciliations and onboarding files to chasers, MI packs and regulatory updates. A person approves everything that matters, and every step is logged. It is in invite-only early access.
Say It Once, It Becomes A Task
Describe a job in plain English, once. The twin writes the steps, asks two or three questions and saves it as a regular task that runs on a schedule, with one click or with a one-word shortcut. Chasers, emails and invitations to anyone else wait for your approval.
One Word Runs The Whole Job
Shortcuts such as /recs, /safeguard, /kyc, /breaks, /txcheck, /mipack, /reg, /evidence and /handover run a saved job with its sources, steps, schedule and recipients.
Connected Data, Read-Only
Portfolio systems, custodian and bank files, CRM, ledger, document stores, Microsoft 365 or Google Workspace and regulator publications connect read-only. Each record carries its source, time and owner, keys sit in a managed vault and every fetch is logged.
Workflows Across Your Systems
Tell it the outcome and it plans the steps across files, systems and inboxes. It writes only to destinations you allow and never to payments, bank details, settlement instructions or client records. If data looks wrong, it stops and tells you.
Set Up For Your Desk
Configured for heads of operations at wealth and advice firms, compliance leads, middle offices at brokers and trading firms, COOs at asset managers, and finance and safeguarding teams at payments and e-money firms.
A Team Of Agents With Decision Checks
A router picks one of eight specialists: reconciliations, safeguarding, onboarding files, trade operations, regulatory reporting, MI and board packs, policies and procedures, and regulatory updates. A research agent finds the passages, the specialist drafts from them only, and eight decision checks run in code after the model before anything is shown and logged.
Premium Features
For firms on early access: your real records connected read-only, rule watch on reconciliation tolerances, safeguarding differences, break ageing and onboarding deadlines, scheduled jobs, email and calendar with approval, a sign-off trail for SM&CR, audit and evidence export, private deployment in the region you choose, and change control for models.
What A Desk Twin Will Never Do
Give financial, investment, tax or legal advice. Decide on a client, close a break, file a report or sign off a pack. Make a payment, move money, or change bank details or settlement instructions. Send anything without approval. Train a model on your data. Answer without showing where the answer came from.
Your Data, Your Rules, Your Logs
Read-only by default, the narrowest access, nothing leaves without you, data separated per client and entity, never trained on you, and every answer, task and approval logged for you to audit, in your cloud or ours.