Reports your families trust, without the late nights
Wealth managers and family offices: bank statements gathered and checked, quarterly reports drafted, compliance files kept up to date, every figure approved by an adviser.
Where the hours go
Statements from every bank
PDFs from a dozen custodians, re-keyed into a spreadsheet each quarter.
Quarterly reports
Two weeks of checks before each family gets its report.
Compliance files
Missing documents chased by email, file by file.
What wealth managers run on Checkpaint
Agents in the background, your team in control
No technical or AI background needed: your employees use simple tools, and our services take care of the rest.
- 01
Agents work
Custom agents built for your company, or shared agents ready to configure, run your workflows in the background.
- 02
Your team decides
Results land in Desk, documents in Forge, and Gate asks a person wherever one should decide.
- 03
Services if you need them
Setup, customisation, training and monitoring are services around the platform, added as you need them.
AI-powered, with no technical or AI background
Your employees work with agents through simple tools, not code. Services around the platform cover setup, customisation and monitoring.
- No code, nothing to install
- Simple tools for every employee
- Custom agents built for your company
- Shared agents ready to configure
- Setup and customisation as a service
- Agent monitoring as a service
- Training for your teams
- Built and hosted in Europe
Questions teams ask first
Which AI models do you use?
We are model-agnostic. Each agent runs on the model that does its job best, from Anthropic, OpenAI, Google DeepMind, Mistral AI or Meta, and we can change it without rebuilding the agent.
Where is our data hosted?
In the European Union. The platform is built and hosted in Europe, and your data is never used to train a model.
We have no AI yet and no technical team. Is this for us?
Yes, that is who we work with: European companies with no technical or AI background. Your employees use simple tools, and our services cover setup and customisation.
How long until the first agent is live?
It depends on the agents: a shared agent only needs configuring, a custom one is built around your processes. We give you a date after the demo.
Who stays in control?
Your people. Agents stop at checkpoints where a person approves, edits or rejects, and every correction teaches them your way of working.
See the platform on your own processes
A 30-minute demo on how your company works, and an honest view of where agents would pay first. Nothing to prepare.