Security by design
Access is verified against the signed-in user, selected workspace, role and permitted portfolio information before any data is provided.
← Key capabilities
Governed AI access
Private intelligence. Governed end to end.
CWM brings portfolio data, consistent financial calculations, authorization, reporting and private AI together in one integrated platform. Every request remains customer-scoped, only authorized information is provided to the AI, and one accountable system governs the complete path from source data to answer.
Private infrastructureCustomer-scoped accessTraceable answersOne integrated provider
One accountable system
One platform. One governance model. One accountable partner.
Private intelligence is part of CWM’s portfolio and reporting environment—not a detached tool. Data, permissions, financial definitions and answer governance remain under one end-to-end responsibility.
Privacy under CWM control
CWM assembles only the authorized information needed for a question. Private AI does not receive unrestricted access to portfolio databases.
One platform. One responsibility.
Portfolio data, permissions, analytics, reports, exports and AI share one governed platform and one accountable provider.
Structured for useful answers
Natural access without weakening control
The customer experience stays simple while the authorization, retrieval and financial-data controls remain explicit beneath it.
Ask in your own words
Natural questions can be mapped to the relevant financial domain without fixed command phrases.
Prepared and live retrieval
Prepared information supports recurring questions; targeted authorized retrieval provides a governed path to current information when required.
One financial language
Screens, reports, exports and AI use the same definitions, dates, currencies and calculations.
Transparent answers
Answers disclose workspace, reporting date, source coverage and genuine limitations.
Complete coverage
The retrieval model evaluates all relevant authorized records and never silently truncates results.
Governed request flow
From question to traceable answer
One controlled path keeps authorization and financial context attached from end to end.
Question
A natural-language question begins inside the signed-in CWM workspace.
Authorization
The signed-in user, selected workspace and permitted information are verified.
Relevant financial domain
The question is mapped to positions, risk, liquidity, transactions, performance or another governed capability.
Prepared or live retrieval
The required authorized information is selected from the suitable governed path.
Traceable answer
The response carries its workspace, reporting date, coverage and known limitations.
Security & architecture
Signed authorization. Two governed data paths.
Both paths use the same authorization model, so access permissions remain consistent regardless of which information source is used.
Prepared information
Structured for recurring work
Regularly refreshed, workspace-specific information supports portfolio overviews, defined reporting periods, historical analysis and recurring questions.
- Prepared separately for each authorized workspace
- Clear reporting dates and data origin
- Consistent context for recurring review
Live governed information
Targeted for current information
When prepared information is unavailable or unsuitable, CWM retrieves only what the question requires using the same governed permissions.
- Current balances and recent transactions where authorized
- Targeted retrieval for the specific question
- The same access permissions as every other CWM view
Built for financial information
Control remains attached to every answer
The platform keeps scope, dates, financial definitions and known limitations visible rather than hiding them behind a conversational interface.
- Private AI receives only the authorized information required for each question.
- Prepared and live results identify their workspace and reporting date.
- Conflicting or unavailable information is disclosed, never silently blended.
- All matching authorized records are evaluated; presentation controls do not reduce data completeness.
- Invalid or expired requests are rejected.
Clear context
Answers identify the relevant portfolio context and reporting date, helping clients understand the information behind each response and any limitations that apply.
Private conversation
Discuss the governance model behind your reporting needs.
For a confidential discussion about portfolio information, reporting requirements and the private intelligence capability, contact Cattani AG.
Arrange an introductory conversation →