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The Platform

Built Around Process.
Not Just Data.

Every other tool gives you access to information. Buckler gives you a workflow — one that mirrors how a diligent advisor actually thinks, from initial screening to final recommendation.

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Buckler IDD platform
Before & After

50 days down to minutes.

Here is what it takes to complete an investment due diligence process today — and what it looks like with Buckler.

Without Buckler
1
Manually source fund data from multiple provider portals
2
Pull performance, holdings, and fee data into a spreadsheet
3
Construct a peer group manually - hours of research
4
Compare against benchmarks and calculate risk metrics
5
Research manager track record and mandate changes
6
Write a narrative assessment for compliance files
7
Format the report to firm standards
8
Repeat for every security, every year
40–50 business days per full review cycle
VS
With Buckler
1
Search any security - data is already normalized and current
2
AI-generated peer group with full transparency on methodology
3
Buckler ranks securities across multiple dimensions - consistently and accurately
4
Active monitoring of mutual funds, ETFs, and equities
5
Scoring and data constantly updated
6
Documentation structured by AI - reviewed, annotated, and approved by you
7
Export a compliance-ready report in your firm's format
8
Every security. Every advisor. Every year. On schedule.
Minutes per security. Hours for your full book.
Architecture

Three layers. One workflow.

Buckler is built in three integrated layers — each one hardened for the specific demands of regulated financial advice.

Layer 01

Data Layer

Institutional-grade market data, normalized and current. No spreadsheets. No data entry. No gaps.

  • Detailed securities data for mutual funds, ETFs, and equities
  • Real-time and historical market data
  • Fundamental Data, Performance and Analytics
  • Balance Sheets, Income Statements, and Cash Flows
  • Benchmarks, Indexes, and Composites
Layer 02

Compliance Layer

Built for regulators before it was built for advisors. Every output is defensible, auditable, and traceable.

  • Peer group methodology fully documented
  • Scoring rationale available per recommendation
  • Audit trails on every review and change
  • Monitoring alerts for material drift
  • Firm-level controls and user permissions
Layer 03

AI Engine

Not a generic LLM. Buckler's AI is purpose-built for investment due diligence — with guardrails designed for regulated use.

  • AI-generated peer groups with disclosed criteria
  • Buckler Score — multi-factor quantitative ranking
  • Narrative IDD drafting — advisor-reviewed
  • Natural language screening across the universe
  • No hallucinations: outputs grounded in verified data
Built for CSA and CIRO regulated firms.

Compliance isn’t a feature. It’s the foundation.

Buckler was designed from day one for the compliance standards that Canadian and cross-border wealth managers live under. The platform is SOC 2 aligned, data residency conscious, and built with the assumption that every output may be reviewed by a regulator.

Audit-ready outputs
Secure data architecture
Full monitoring trails
Scheduled review cadence
Documented methodology
Firm-level access controls
Get Started

See the full platform in 30 minutes.

We’ll walk through the full workflow — securities, data, scoring , peers and compliance requirements.

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