Buckler today announced Version 2 of its AI-powered investment due diligence platform, available to all clients.
Version 2 carries two kinds of change. The first is what clients asked for. Since the launch of Version 1 in May, advisors, compliance teams and supervisors using the platform in production have shaped a series of improvements to how alerts are surfaced, how reviews are assembled and closed, and how the firm-wide view is read — refinements that come from the work itself rather than from a roadmap.
The second is underneath. Buckler has re-engineered the platform's back end to support a reliable, scalable service as the client base grows: the infrastructure that ingests and refreshes market data, runs the Buckler AI Engine, and serves every advisor's book has been rebuilt for higher throughput and faster onboarding of new firms.
"Version 1 proved the product. Version 2 is about earning the right to grow it. The improvements our clients see are the ones they asked for; the ones they don't see are what let us say yes to the next firm without compromising the ones already on the platform." — Richard Owen, President and CEO, Buckler
What's in Version 2
- Workflow refinements across monitoring, alerts and due diligence, driven by feedback from clients in production.
- A re-engineered back end for reliability and scale, supporting growth in advisors, securities and firms on the platform.
- Faster, more consistent onboarding for new clients.
Version 2 is live for all existing clients and is the release on which new firms are onboarded.
About Buckler
Buckler is an AI-powered investment due diligence platform built on primary data, serving wealth management firms and banks. Founded in 2024 by a team with broad experience across technology, AI, market data, design, and the day-to-day work of investment advisors, Buckler builds on a simple premise: the process is the product. Rather than generating plausible-sounding conclusions, Buckler grounds every review in verifiable, primary-source data, so the output isn't just an answer, but a defensible, documented process behind it. Learn more at buckler.ai.
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