Private AI for Financial Advisors
Chat Securely with Top AI Models
A private chat with the latest AI models, designed for financial professionals who demand security, privacy, and powerful tools.
Why 1,000+ Financial Consultants Choose Okara for Advisory Workflows
Public AI models train on your inputs, creating risks of client data breaches, regulatory compliance violations, and exposure of sensitive financial strategies. Okara helps you solve it!
Client Data & Fiduciary Protection
Chat securely with AI without compromising sensitive client portfolios or financial strategies. All interactions are private, encrypted, and never used for AI training, ensuring compliance with SEC, FINRA, and fiduciary responsibilities.
Zero Financial Data Training
Your client portfolios, investment strategies, and proprietary financial models are never used for AI training. We maintain strict confidentiality with end-to-end encryption, protecting competitive advantages and client trust.
Access to 30+ Financial AI Models
Chat with OpenAI, Claude (Anthropic), Gemini, DeepSeek, Grok, and Meta. Switch seamlessly between models optimized for financial analysis, market research, and investment strategy across standard and secure modes.
Handle Confidential Financial Documents
Upload PDFs, DOCX, TXT, spreadsheets (CSV, XLSX), and more. Analyze investment reports, balance sheets, 10-K filings, portfolio statements, and proprietary research directly in chat without data exposure.
Advanced Financial Analysis & Modeling
Accelerate portfolio optimization, risk assessment, and market research with AI-powered insights. Analyze market trends, evaluate investment opportunities, and model financial scenarios while maintaining complete client confidentiality.
Faster Than Traditional Financial Tools
Experience rapid financial analysis without the delays of legacy systems or the compliance risks of public AI. Access your AI financial assistant 24/7 for market volatility, urgent client queries, and time-sensitive investment decisions.
Here's How Consultants Are Using Okara
Specialized AI assistance for financial professionals
Wealth Managers
Confidential Portfolio Analysis & Client Reporting
Client Reports
Draft personalized performance reviews securely
Portfolio Insights
Evaluate asset allocations with no data exposure
Risk Analysis
Run risk-return simulations confidentially
Investment Summaries
Create easy-to-read reports for client meetings
Corporate Finance Advisors
Secure M&A, Valuation, and Compliance Support
Deal Analysis
Evaluate confidential term sheets and valuations
Due Diligence
Process financial statements without data leaks
Compliance
Navigate SEC or ESMA regulations securely
Strategy Notes
Draft negotiation or financing strategies privately
Tax Consultants
Private Tax Strategy & Documentation
Filing Support
Generate draft tax summaries without exposing client details
Regulatory Guidance
Query AI for latest IRS or GST rules securely
Audit Prep
Analyze historical filings confidentially
Advisory Notes
Draft memos and compliance guides without leaks
Investment Analysts
Market Research & Forecasting
Research Summaries
Condense 100+ page reports into actionable insights
Trend Analysis
Track economic indicators with AI support
Valuation Models
Upload spreadsheets for scenario testing
Client Briefings
Draft presentations on sector outlooks securely
"I use Okara to analyze client portfolios and regulatory filings. It's like having a private AI analyst on call, fast, accurate, and fully encrypted."
Steven M.
Senior Consultant, Global Advisory Firm
Okara Helps You 10X Your Financial Processes
Transform how you work with AI-powered tools designed specifically for financial consultants
Research & Analysis
Query AI on market reports, filings, or economic data with uploaded documents for instant summaries and insights.
Start Free TrialClient Documentation
Generate compliant reports, memos, and communication drafts while keeping sensitive financial data private.
Start Free TrialClient Confidentiality
Keep all chats private and secure, no training on your data, no third-party access, and full encryption.
Start Free TrialCollaborative Edge
Paste spreadsheets, financial models, or JSON datasets to visualize cashflows, valuations, or scenarios.
Start Free TrialEmpower Your Financial Advisory Practice with Okara
Finance moves fast, and you need AI that protects client data while delivering actionable insights. Okara is your private gateway to the latest AI models, designed specifically for financial consultants who demand security, speed, and precision.
Frequently Asked Questions
Everything you need to know about using Okara for financial advisors