Grow the book, with every client action on the record.

It does the client work and keeps every action inside the controls compliance requires, so you serve more clients without a single step off the record.

Client writing in your voice, reviews and follow-ups on schedule, and the memory of every commitment that compounds the book.

Connect through secure sign-in and set your boundaries first. Pax holds for confirmation wherever it should from the first day.

Every action is logged for the record your auditors expect, attributable, and reversible, inside authority you define. The Trust Center documents the posture.

Pax is an AI executive assistant for individuals and a chief of staff to organizations. It reads what comes in, drafts and sends in your voice, runs your calendar, and remembers the context of your work and your life, taking real actions across the tools you already use.

Yes. Pax works as an executive assistant for financial services, doing the communication and scheduling work across the tools you already use, and as a chief of staff across a team.

A chatbot answers when prompted. Pax runs a continuous loop on its own, takes real actions across your tools, proves each step, and remembers how you work, which is what makes it an assistant rather than a feature.

Every plan includes Pax, with a seven day free trial you can cancel anytime. Connect your tools through secure sign-in and Pax goes to work for financial services within minutes.