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For Financial Advisors For Financial Advisors

Connect all your tools
to any AI assistant

Paraga connects data in your planning software, custodians, CRM, and more into any AI assistant or platform of your choice. One secure connection, all your client data in one place.

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Paraga
Read, write, automate

Unlock AI-powered wealth management workflows.

Aggregate client information across all your tools. Discover and reconcile mismatching information. Automate client workflows, data clean-up and more.

AI Implementation Services

Custom AI solutions for financial advisors.

Our platform gives you the data access you need. But meaningful AI efficiencies don’t happen overnight, because your workflows are custom and complex. Our AI implementation services build custom solutions tailored to your needs.

Who you're working with

Built by financial technology and AI experts.

You work directly with the founders, not a rotating bench of contractors.

FAQ

Questions, answered.

Do I have to move off my current tools?

No. Rather than replacing your tools, Paraga enables you to access data and take action within your tools. You and your team can continue working with your existing tool stack.

Which AI assistants does it work with?

Anyone that allows for MCP Server connections, including Claude, ChatGPT, Gemini, and Microsoft Copilot. MCPs are a lightweight framework to connect data and tools to AI assistants, and Paraga provides you with your own custom MCP tailored to your tool stack.

What if one of my tools has no API?

Most advisor software does not. Paraga reads those tools through secure, permissioned browsing on your behalf, so nothing is left out.

I don’t want to add all my tools. Does Paraga still work?

Yes. The Paraga platform is useful with just a single connection. Some of our partners start trials with just a few connections before expanding to the full tool stack.

I don’t want to use Claude, ChatGPT or others. Can Paraga still help?

Yes. Our bread and butter is providing access to data and tools, securely. You can use them inside the Paraga platform directly, or build out your own custom solution with us.

How does security work?

Given our background in banking, fintech and other financial services, we take security extremely seriously.

How much does it cost?

We don’t believe in seat- or token-based pricing, because it will disincentivize usage. As our platform becomes more valuable to you the more data it handles, we charge on a per household basis. To learn more about pricing, book a call.

The full power of AI, unlocked for financial advisors.

Book a call

Connections

Browse our connections library to identify your tool stack. Something missing? Book a call with us and we’ll work to add it.

Meet Paraga AI

Learn how Paraga’s platform or our custom AI Implementation Services Team can help deploy AI in your wealth management operations.

AI Implementation Services

We make AI actually work inside your firm.

The models are the easy part. The hard part is reaching your systems, respecting how your firm runs, and delivering results you can rely on. We embed with your team, scope one problem at a time, and build what closes the gap.

Tell us your problemSee what we connect
Who you're working with

Built by financial technology and AI experts.

You work directly with the founders, not a rotating bench of contractors.

What we build

Built on your real stack.

Every engagement starts from data connections we already run and a workflow you already have. A sample of what we take on:

How we work

Embedded until it works.

Inside your workflow, accountable to a result.

The full power of AI, unlocked for financial advisors.

Book a call

Security

Paraga synchronizes the tools your firm already runs on into one governed, timestamped database. Your source systems remain authoritative, queries never touch a live provider session, and every layer is scoped to your firm.

SOC 2 readiness in progress · Type II observation targeted Q4 2026Updated 
Security practices

Firm-scoped isolation

Every table is scoped to your firm with PostgreSQL row-level security and role-based access. Firm context is derived server-side, never trusted from the client.

Encrypted sensitive values

Sensitive raw and identity values use per-firm AES-256-GCM encryption. Credentials are hashed, shown once, expiring, and revocable.

Purposeful retention

Raw payloads are deleted after 7 days (30 for high-churn connectors). Identity values live in an encrypted vault. Normalized records are kept only for your active service term.

Controlled writes

Read-only by default. Any update back into a source system is previewed, allowlisted, approved, executed once, read back, and verified.

How data moves

Data providers

Custodians, CRMs, planning tools, and workspace apps, authorized by your firm.

Connection

Official APIs, brokered OAuth, or a managed browser where no supported API exists.

Paraga platform

Background jobs validate, minimize, and normalize into governed Postgres with firm-scoped isolation.

Delivery

Dashboard, firm-scoped API, and MCP gateway with hashed tokens and tool allowlists.

Controls run across the whole path: firm identity and row-level security, encrypted credentials and sensitive values, retention and deletion rules, append-only audit events. Ingestion happens in background jobs, never in the request path.

Data held and retention
Data classLifecycle
Raw payloadsEncrypted; deleted after 7 days (30 for high-churn connectors)
Identity valuesEncrypted per firm (AES-256-GCM); referenced by opaque tokens
Normalized recordsAppend-only and timestamped; retained for your active service term
Audit recordsAppend-only history of significant access and sync events

When a firm departs: access is revoked on day 0, active-system deletion completes by day 30, backups expire within 90 days after deletion, and the firm receives written confirmation. A scoped export is available on request before deletion completes.

AI and model privacy

Paraga never uses customer content to train or fine-tune shared models. Answering a question sends only minimized, task-relevant context to an approved commercial model API under business terms with a no-training default. Provider credentials, encryption keys, and raw payloads are excluded from prompts. Firm-level controls, including turning model processing off entirely and a zero-retention routing option, are in implementation, and external MCP access is always a separate, firm-controlled switch.

Reads and writes

The product is read-only by default, and your source systems remain the system of record. Any update Paraga sends back into a source system follows a controlled sequence: previewed with before-and-after values, checked against an explicit action allowlist, approved, executed exactly once, then read back from the source and verified. Ambiguous outcomes stop the process, and a kill switch disables writes without touching read access. Trades, money movement, and credential changes are never in scope.

Our vendors

SOC 2 Type II certified, end to end

Every subprocessor supporting Paraga, from hosting and database infrastructure to logging and email delivery, holds a current SOC 2 Type II attestation and is bound by enterprise data-processing terms with defined retention and deletion obligations. A complete subprocessor list with roles and data exposure is available on request.

No-inference model option

Model providers operate under no-training business terms with documented retention. Firms that require zero retention by any model provider can be routed through an isolated Amazon Bedrock deployment with zero data retention, available on request.

Vendor certifications apply to their own boundaries. Paraga remains responsible for configuration, access, data selection, monitoring, and incident handling.

Subprocessors

The third-party services we use to run Paraga. We update this list whenever we add or remove one.

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Assurance and availability

Paraga is executing a SOC 2 readiness program aligned to the Trust Services Criteria for Security and Confidentiality, with a Type II observation period targeted for Q4 2026. We operate to industry-standard baseline objectives: a 99.9% monthly availability objective, an 8-hour recovery time target, a 24-hour recovery point target backed by resynchronization from your authoritative sources, P1 support acknowledgement within one business hour, and security notification without undue delay within applicable legal and contractual requirements.

An independent examination has not yet been completed; until then this page reflects a management-prepared description, and controls in progress are stated as in progress.

Evaluating Paraga for your firm?

The full system description, covering architecture, control status, and the security roadmap in detail, is available on request, and we respond to security questionnaires directly.

support@paraga.ai

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