For Advisory Teams
AI for advisory teams—advice you can defend.
Advisory work has to hold up to scrutiny. Collivo brings your client mandates, data, and analysis into one shared workspace where every recommendation is sourced, reviewed, and traceable—with AI in the room.
Start your advisory projectKeep every mandate in one referenceable place
Connect Google Drive, SharePoint, or Box, or upload client files, market data, and prior analysis. Collivo runs OCR on scanned documents and lets the AI search everything semantically, so the team works from one source of truth.
Encode your house methodology with folder-level AI instructions, and every deliverable stays consistent.
Build recommendations you can defend
Advice that leaned on one model inherits its blind spots. Run the recommendation through quick answers, deep Expert reasoning, or a full Expert Panel of specialist agents that debate and peer-review across leading models like Claude, ChatGPT, and Gemini—so weak reasoning surfaces before the client sees it. Model the numbers in Python and back every claim with the source.
Deliver with the discussion attached
Draft memos and decks in a live document where comment threads capture the questions, pushback, and decisions behind every recommendation. Track the engagement on a kanban board (Board, Table, Calendar, or Timeline views), and highlight any passage to have the AI refine it right in the doc.
Make the AI match your house standard
Give the assistant a persona for your firm's voice, and turn recurring work—valuation reviews, risk assessments, market updates—into reusable Skills the whole practice can run.
Built for client confidentiality
Every AI model we allow on Collivo is chosen on one condition: it won't train on your data, and full ownership of everything it generates stays with you. Control who sees what with role-based access—Reader, Editor, and Manager roles, with organization-level admin oversight.
Also for consulting teams and strategy teams.