Hi Product Hunt! I'm thrilled to share something we've been quietly building for the past few months: Truvera – a customizable AI-driven workspace designed for professionals in complex, document-heavy industries like wealth management, financial services, trust & estate planning, legal, and compliance. The problem: If you’ve ever had to sift through 40-page PDFs, switch between 5 tools, and manually email clients for document reviews… you know the pain. Traditional systems are either clunky, overly general, or not built for the nuance-rich work you do. Truvera solves this by giving you: ✅ A central hub to upload and organize client documents ✅ AI-trained models for your domain – ask questions, extract data, summarize instantly ✅ Workflow tools to automate document review, approvals, and more ✅ A clean, intuitive interface that feels like a consumer tool – but built with professional power Built by a team with experience in enterprise AI and productivity tools, Truvera is the “lightweight, self-serve” counterpart to our more enterprise-focused Prism platform – think Trello vs. Jira Whether you're a solo advisor or a small team managing multiple high-value clients, Truvera is designed to help you do more with less friction. Get started FREE for 30 days and we’ll throw in $20 in credits to explore our premium AI features – no strings attached. We’d love your feedback, support, and ideas. Try it out, tell us what you love (or hate), and help shape the future of intelligent workspaces for professionals. — Kendall & the Truvera team

Truvera

Find clarity in complexity

Find clarity in complexity