The Insight Engine Powering High-End Advisory
Your clients expect holistic guidance—investments, planning, and estate coordination that fit together. But understanding a client’s full estate picture often requires hours of combing through trusts, wills, amendments, powers of attorney, insurance policies, and legacy financial documents.
Whether you’re onboarding a new client, preparing for a review, or guiding them through a major life event, Garner turns that hours-long process into minutes.
Built for high-touch independent advisory firms, Garner instantly extracts, summarizes, and surfaces key insights from complex estate and financial documents—and lets advisors query across them to find specific terms, clauses, or relationships—delivering a complete, accurate view of a client’s estate without the administrative grind.
Deliver deeper advice in less time. Strengthen relationships with more insight.
AI That Reads Like a CFP®
Garner analyzes estate and financial documents with advanced AI, interpreting trusts, wills, estate plans, and agreements to surface the details that matter most. It delivers clear, structured summaries, enables deep search across entire document sets, and consolidates full estate packets in minutes. Advisors can tailor analysis workflows to their review process, maintain compliance through built-in privacy and security controls, and visualize family structures automatically—creating a faster, more reliable path to understanding every client’s estate.
Analyze
AI interprets trusts, wills, and financial documents, identifying key provisions, roles, structures, and critical clauses in minutes.
Summarize
Generates clear, structured summaries highlighting key details—dates, roles, and asset distribution—with links to original documents for quick verification.
Query
Ask any question and get instant answers across multiple documents, uncovering deeper insights on demand.
Security You Can Trust
Private AI, Purpose-Built for Advisors
Unlike generic AI tools, Garner ensures client data is never used to train any external models. All documents are processed within a secure, private environment — with personally identifiable information (PII) automatically scrubbed before analysis. Your clients’ data stays protected and confidential at all times.
Protecting What Matters Most — Client Trust
From encrypted transmission to automated monitoring, Garner safeguards every document and interaction — ensuring your firm meets the highest standards of data privacy and client trust.
Let’s connect
See how Garner can help your advisors work faster, go deeper, and deliver more value—without the manual grind.
