Technology
Technology & Architecture
Built for uncompromising privacy. Designed for human connection.
Our cloud-native architecture combines advanced AI memory with enterprise-grade infrastructure to bridge a critical gap in your practice: delivering deeply personalized, psychology-backed coaching to your clients while providing you with the secure, real-time insights you need to be there when it counts.
The Cognitive Engine
Advanced AI & Memory
Our AI coach, Aggie, uses a multi-layered cognitive architecture to learn, remember, and anticipate user needs. Unlike static chatbots, every interaction is processed into persistent long-term memory. We utilize an "agentic agenda loop" that allows the system to proactively guide users toward their goals over months and years, ensuring the coaching evolves alongside the user's life stages.
Agent-Based Discovery
The Longevity Score
We have replaced static onboarding forms with dynamic, agent-based discovery conversations. These AI agents conduct a sophisticated initial assessment to calculate a proprietary Longevity Score. Developed in partnership with PhD psychology scientists, this score provides a baseline for behavioral coaching, ensuring all subsequent guidance is rooted in validated longevity research and individual psychology.
Intelligence & Routing
Context-Aware Life Event Routing
To bridge the gap between user conversations and specialized guidance, our system utilizes life event detection. We continuously analyze interactions against research-backed classifications to detect major pivots like nearing retirement or caregiving. When a critical moment is identified, the system employs Synthetic RAG to instantly route the user to a specialized "Deep-Dive" coaching journey.
The Advisor Bridge
Proactive Intelligence Layer
Ingagers serves as a secure early-warning system for the firm. While user privacy is strictly maintained, the system synthesizes interactions into a living Profile for the advisor. By flagging "life events" in real-time, we provide the proactive intelligence you need to reach out at the exact moment your support is needed most.
Stays with the client (never shared)
- Your conversations with Aggie — full transcripts
- Symptoms, conditions, and personal health details
- Mood, reflections, and habit-level goal detail
Surfaced to your advisor
- Life-event signals — nearing retirement, a parent who needs care, a move
- Engagement and activity signals
- Longevity Score movement over time
With your separate, opt-in consent, your advisor may receive a general prompt that a health-related topic could be worth raising with your own doctor — never any symptoms, conditions, or details.
Enterprise Infrastructure
Built on Google Cloud & Gemini
Google Cloud Infrastructure
Our platform is built entirely on Google Cloud's enterprise architecture. This provides the bank-grade security, data isolation, and high availability required by modern RIA firms and their IT compliance teams.
Leading AI Safety (Gemini)
We build exclusively on Google Gemini Enterprise to leverage Google's industry-leading AI safety and strict data governance frameworks. Client conversations are strictly isolated, encrypted at rest, and never used to train public models.
Accessible Anywhere
Delivered as a secure, responsive web experience. The platform works flawlessly across desktop, tablet, and mobile, requiring no app store downloads or complex IT deployments for your firm.
Trust Center
Security & Compliance
Designed for SEC Reg S-P readiness
Built to safeguard non-public personal information (NPI) in accordance with stringent wealth management regulations.
Immutable service and audit logs
Supports SEC Rule 204-2 (Books & Records) by maintaining tamper-proof records of all significant platform activity for compliance reviews.
Firm governance & strict data segregation
Role-based access ensures advisors only see their assigned book of business, while compliance officers retain secure, firm-wide oversight.
End-to-end data encryption
All client data is secured at all times—encrypted in transit via TLS 1.2+ and at rest using Google Cloud managed encryption.
Dedicated US data residency
All infrastructure, memory stores, and databases are hosted exclusively within the United States (Google Cloud us-central1).