A stronger foundation, a completely new UI and UX shaped by client feedback, and two new modules that complete the platform's KYP coverage. Official release planned for Q1 2027.
The Toronto independent has deployed Buckler's AI platform to support its investment due diligence process and enable its advisor teams to scale their investment review processes.
Workflow refinements from clients in production, and a rebuilt back end for a reliable, scalable platform ready for growth and new firms.
Four years of AI research and eighteen months of product development deliver the first module — Investment Due Diligence — built with more than 250 financial services professionals.
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