Chat Assistant
Ask Vega anything about your clients, your firm, or the documents on your desk, and get answers grounded in your own data.
Sarah Chen Natural conversations with your data
Powered by multiple specialized AI agents, Vega retrieves context from your CRM, emails, meetings, and uploaded documents to deliver accurate, personalized answers, then turns the answer into the task, note, update, or downloadable file it should become.
Client research
Instant answers about any client, from all your data.
Learn more →Document analysis
Upload statements and spreadsheets, get precise answers.
Learn more →Push-to-talk
Dictate anywhere in Vega instead of typing.
Learn more →Actions
Create tasks and notes, pushed straight to your CRM.
Learn more →File generation
ProAsk for a finished PowerPoint, PDF, Word, or Excel file.
Learn more →The Vega chat continues to make a real difference in how our team works. It saves me hours, and the ability to connect directly to specific moments in meeting transcripts and use richer CRM data has been a meaningful improvement for our workflow.
Janet Galloway
B&B Strategic Management
See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.