Portfolio · Platform
Documents
Every PDS, schedule, endorsement in one library. AI-extractable, audit-trailed.
What it does
Built for the way Australian brokers actually work.
Upload PDSs, schedules, endorsements and certificates, all searchable and version-tracked.
AI extraction makes every document queryable through iAssist and Policy Check.
Audit trail on access and download: who looked at what, when.
Tagged to client and policy so you can find the right version under pressure.
The PDS library you'd build yourself, already built.
Who it's for
Brokers, underwriters and compliance staff.
Try Documents now.
Live in the workbench today. Free tier first, bring a real PDS.