An AI advisor on every client account.
Advisor Dollie gives your practice a shared Brain and a team of AI advisors that work each client's account. They answer in your firm's voice, draft the reports and keep each client walled off from the next.
A practice that runs on its own knowledge.
Advisory firms sell judgement. The work that fills the day, the client emails and the status reports and the meeting prep, rarely needs a partner's full attention. Advisor Dollie carries that load and keeps each client walled off from the next.
A practice Brain
Load what your firm knows: policies, playbooks, past reports, the way you phrase things. It gets chunked into vectors and pulled back by relevance, so advisors answer from your material instead of generic web text.
RAG on Ringside embeddingsAdvisors that do the work
The advisor plans, searches the Brain, drafts reports, opens tasks and books appointments. When a job needs a human call, it stops and asks one rather than guessing.
tools · plans · human-in-the-loopA portal for each client
Every client signs into their own portal, or you drop the advisor widget onto their existing site. They only ever see their own matters, never another client's.
login portal + embeddable widgetReports written, tasks opened
The advisor writes the monthly report from your template, opens the follow-up tasks, books the next review and flags anything that needs a human sign-off.
reports · tasks · appointmentsFrom sign-up to a working advisor in an afternoon.
Set up the practice
Name your firm and add your team, then set the house voice every advisor writes in. No CMS to migrate.
Teach the Brain
Upload documents or whole folders. Point it at a URL and it reads the page. Everything gets indexed.
Add your clients
Each client becomes a Ringside customer with its own portal login and its own private knowledge.
Let advisors run
They answer, draft, schedule and report. You step in only where the work needs a partner.
Isolation built into the data model.
Most platforms bolt tenancy on later. Here it sits at the bottom of the stack, where one client's data physically cannot reach another's.
A client's chat only ever retrieves that client's documents plus your firm-wide material. One account's files never enter another account's answers.
Client logins and API keys sit in a passphrase-locked vault under per-tenant keys. Lock the vault and the platform reads nothing sensitive. No standing cleartext on disk.
The whole codebase gets read line by line for injection flaws and any path where one client's data could reach another. Findings get written down and fixed, not waved through.
Give every client an advisor that never logs off.
Stand up a practice, teach it what your firm knows and let it carry the day-to-day. You stay on the work that needs you.