Copilot
Ask in plain language. Get answers only from what you may see.
One copilot for portfolio managers, traders and compliance. Its context is built on the server from the data the user is entitled to, so it cannot reveal an account the user has no access to, whatever the question.
Entitlement-aware by construction
- The context holds only the user's accounts, their orders, violations and alerts, and the active rules.
- Other accounts are never sent to the model, so no prompt can extract them.
- Every question and answer is recorded, encrypted, with the model and latency.
Answers and next steps
- "Which of my accounts are furthest from their model?"
- "Why was order 1042 rejected?"
- It can propose an action, which goes through the intent pipeline and every check.
Works when the AI does not
- Without the AI, simple questions are answered from the same entitled data.
- Nothing in Vestoris depends on the AI being available.
AI
Where the AI helps
- Answers questions from the entitled context.
- Proposes a request for the intent pipeline.
Deterministic
What decides
- What the copilot sees is decided by the entitlement check, not by its instructions.
- It cannot execute, approve or change anything.
See it with your own eyes, in ten minutes.
Open a private sandbox firm with sample accounts, rules and orders. No sign-up, no email. Switch roles and follow the guided tour.