Everything you need,
nothing you don't

Ask anything about your clients, your firm, or their documents.

• Client research Instant answers about any client, from all your data.
• Document analysis Upload statements and spreadsheets, get precise answers.
• Push-to-talk Dictate anywhere in Vega instead of typing.
• Actions Create tasks and notes, pushed straight to your CRM.
• File generation Pro Ask for a finished PowerPoint, PDF, Word, or Excel file.

Recaps, tax and plan summaries, and custom firm documents.

• Client communication Pro Recaps, letters, and updates, drafted and branded.
• Tax planning Pro Upload tax documents, get strategies in plain language.
• Financial planning Pro Full plans condensed into client-ready summaries.
• Custom deliverables Pro Your logo, colors, and fonts on every document.

Briefings before, notes during, follow-ups after every meeting.

• Notetaker Notes, decisions, and next steps from every meeting.
• Meeting prep A brief from every source, before every meeting.
• Follow-up Recap emails and action items, drafted automatically.
• CRM sync Structured meeting data straight into your CRM.
• Profile enrichment Pro Contact and household records that keep themselves current.
• Meeting compliance Pro Client conversations reviewed against SEC rules.
• Meeting analytics Pro Coaching and client signals from every meeting.

Personalized reply drafts, right in your Outlook or Gmail.

• Email drafts A personalized reply waiting for every client email.
• Inbox extensions A dedicated Outlook plugin and Gmail extension.
• Email compliance Pro Outbound email reviewed against SEC rules.