Private AI assistant for financial advisors. Your client files stay on your computer.
Ask questions across your client files, planning documents, suitability memos, and book-of-business research, and get answers with sources. Your documents stay stored on your computer. Personal details are hidden before any cloud AI.
Free for 7 days. No card needed. Windows coming soon.
Coming through the Microsoft Store. Download for Mac
Elephas runs on Mac, and Windows is coming soon. We will send you the link once.
For Mac, with Windows coming soon. Free for 7 days.
macOS 14 or later on Apple Silicon. Windows version coming soon.
When your work involves
This isn't the kind of data you casually paste into ChatGPT.
Your clients trust you with where their files go.
The private AI assistant for financial advisors
Many advisor AI tools record meetings or keep your files in their cloud. Elephas runs on your computer and keeps your documents stored there. Use Elephas AI, your own API key, or a model on your computer.
AI tools for suitability memos, plans, and client letters
Add a client's fact-finder, prior plan, and statements to a per-client Brain. Ask what you need for the memo or letter. Every answer cites your files, down to the page or paragraph. Personal details such as names, email addresses, and phone numbers are hidden before a cloud request.
Alternatives to meeting-note tools like Jump AI
Jump AI records meetings. Elephas answers questions across the documents around them: years of plans, statements, and prior letters. Add your written meeting notes to the same Brain and the context lives together.
How Elephas works with your client files
Search is built on your computer. Personal details are hidden before a cloud request. You choose where answers are generated: Elephas AI, your own API key, or a model on your computer.
Add your client files to a Brain
Create a Brain per client, household, or book segment. Add files or a whole folder: plans, statements, fact-finder notes, prior letters, and templates, as PDFs, Word documents, or spreadsheets. Elephas reads and indexes them on your computer.
Elephas hides personal details first
Before a question leaves your computer, Elephas hides personal details such as names, email addresses, and phone numbers, then puts them back in the answer. Your documents stay stored on your computer.
Pick the route that fits the task
Use Elephas AI for everyday questions, your own API key if your firm already has terms with a provider, or the on-computer model for the most sensitive client work.
What stays on your computer, and what is sent
Your documents and the search index
Stay stored on your computer.
Asking with Elephas AI or your own API key
Your question and the selected passages are sent, with personal details hidden first.
Asking with the on-computer model
Nothing is sent anywhere.
Free for 7 days. No card needed. Windows coming soon.
Coming through the Microsoft Store. Download for Mac
Elephas runs on Mac, and Windows is coming soon. We will send you the link once.
For Mac, with Windows coming soon. Free for 7 days.
Three ways to run AI. You pick the route for the task.
Search is built on your computer. Where answers are generated is your choice.
Elephas AI
Ready the moment you install. When you ask with Elephas AI, your question and the passages Elephas picked from your documents are sent through the Elephas gateway to the AI model. They are not stored and are not used to train AI models.
When to use it
Everyday questions across plans, statements, and client letters, with personal details hidden first.
Your firm's AI account
Use your own account with OpenAI, Claude, Gemini, and others. With your own API key, requests go straight to the provider you chose. Elephas cannot see them. With your own API key, your provider's terms decide what is kept.
When to use it
Firms that already have terms with a provider. Available on the Personal and Professional plans, not on Team.
A model on your computer
Download a model once. With the on-computer model, answers are generated on your computer. Nothing is sent anywhere. Answers are simpler than on the cloud routes. Elephas needs an internet connection to sign in and to confirm your plan.
When to use it
High-net-worth client files, sensitive estate matters, or anything your firm policy keeps away from cloud AI. Available on every plan. On Team, the owner decides whether members may use it.
Personal detail protection
Protection before processing, for client work
Before a question leaves your computer, Elephas hides personal details such as names, email addresses, and phone numbers, then puts them back in the answer. You can see what was hidden under every answer.
It is detection, not a guarantee, and it works best in English. Check what was hidden when it matters. For the most control, use the on-computer model.
Read how Elephas protects your documents for exactly what stays on your computer and what is sent.
What you can count on, and check
- Your documents stay stored on your computer.
- Personal detail protection is on by default for Elephas AI and for your own API key.
- Under each answer, open the list of hidden details to see exactly what was replaced.
- Add your own Protected Names for each Brain, such as client and household names.
- With the on-computer model, answers are generated on your computer. Nothing is sent anywhere.
Honest note: detection can miss things. Elephas does not hold security certifications today, and it is not a substitute for your own professional or regulatory obligations. For the most sensitive client work, use the on-computer model.
Free for 7 days. No card needed. Windows coming soon.
Coming through the Microsoft Store. Download for Mac
Elephas runs on Mac, and Windows is coming soon. We will send you the link once.
For Mac, with Windows coming soon. Free for 7 days.
For your whole firm
Put your firm's planning templates, policies, and client files in a shared Team Brain and invite colleagues by email. Each person's chats stay private to them, and sync between teammates is end-to-end encrypted. See private AI for teams.
What it looks like in practice
Four tasks advisors bring to Elephas.
Pull the facts for a suitability memo from the client's actual file
Add the fact-finder, prior plan, and statements to a Brain. Ask for the facts the memo needs and get answers that cite the page or paragraph in your own files. Personal details are hidden before a cloud request.
Summarize five years of meeting recaps before a review
Add your written recaps and prior plans to the client's Brain. Ask for changes in stated goals, prior recommendations, and open items the client raised.
Find the right clause across a household's estate documents
Ask in plain English: "Which trust grants discretion over distributions to the grandchildren?" Elephas searches your documents and cites the page.
Check a client letter against the client's file
Add your draft letter to the client's Brain. Ask which figures and dates in it match the latest plan and statements, and open the source for each one.
Elephas vs Jump AI, ChatGPT, and Microsoft Copilot
Different tools for different parts of an advisor's work. Here is what fits where.
| Elephas | Jump AI | ChatGPT (consumer) | Microsoft Copilot | |
|---|---|---|---|---|
| Primary focus | Answers from your own client documents, with sources | Meeting recordings and notes | General-purpose chat | Help inside Microsoft 365 apps |
| Where your documents are stored | On your computer | In the vendor's cloud | Uploaded to the provider | In your Microsoft 365 cloud |
| Personal details hidden before the model sees them | Yes, and you can see what was hidden | Varies by plan | No | Varies by plan |
| Answers can be generated on your computer | Yes | No | No | Varies by plan |
| Use your own OpenAI or Anthropic key | Yes, on Personal and Professional | No | N/A | No |
Comparison reflects published feature sets as of 2026. Use a meeting tool for meetings. Use Elephas for the documents around them.
Not another chatbot
Generic AI tools were built for open prompts on the open web. Your client work is neither.
Generic AI chat
- × Consumer prompts may be used to train future models.
- × No ground truth. The model invents a number, and you have to catch it.
- × Cannot see the client's actual file. You paste excerpts and lose context.
Elephas
- With Elephas AI, your question and the selected passages are not stored and are not used to train AI models.
- Answers cite the paragraph from the client's own file, so you can verify in one click.
- Your documents stay stored on your computer. Search is built on your computer.
Questions advisors ask before they install
Straight answers.
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Consumer ChatGPT may use your inputs to improve future models, and that creates exposure when the input is a client portfolio or account information. With Elephas, your documents stay stored on your computer. When you ask with Elephas AI, your question and the passages Elephas picked from your documents are sent through the Elephas gateway to the AI model. They are not stored and are not used to train AI models. Before a question leaves your computer, Elephas hides personal details such as names, email addresses, and phone numbers, then puts them back in the answer. For client work that should not go to a cloud AI model, use the on-computer model. With the on-computer model, answers are generated on your computer. Nothing is sent anywhere.
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No. Elephas does not hold security certifications today, and it is not a substitute for your own professional or regulatory obligations. What it gives you is control over where your client files go. Your documents stay stored on your computer. Personal details such as names, email addresses, and phone numbers are hidden before a question goes to a cloud AI model. And you can use the on-computer model, where answers are generated on your computer and nothing is sent anywhere. If your firm needs to review this, email support@elephas.app and we will walk through the data flow with you.
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Different category. Jump AI is a meeting-note assistant that records advisor-client meetings and generates summaries and follow-ups. Elephas answers questions across the documents of your practice: suitability memos, plans, statements, client letters, and written meeting recaps, with a source for every answer. You can run both.
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Your documents stay stored on your computer. Elephas keeps its index of your documents and your chats there too. When you ask with Elephas AI, your question and the passages Elephas picked from your documents are sent through the Elephas gateway to the AI model. They are not stored and are not used to train AI models. Sync is off until you turn it on. Sync is end-to-end encrypted. Our servers hold only encrypted data that we cannot read.
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Yes, on the Personal and Professional plans. With your own API key, requests go straight to the provider you chose. Elephas cannot see them. With your own API key, your provider's terms decide what is kept. On Team, cloud AI is Elephas AI only.
Client work deserves a better default
Use AI on advisor work with more control and less exposure
Your documents stay stored on your computer. Personal details are hidden before any cloud AI. Every answer cites your files.
Free for 7 days. No card needed. Windows coming soon.
Coming through the Microsoft Store. Download for Mac
Elephas runs on Mac, and Windows is coming soon. We will send you the link once.
For Mac, with Windows coming soon. Free for 7 days.
Doing formal vendor review for your firm? Contact us.