Questa AI

Questa Safe AI Agents generate AI analysis and research ready reports while safeguarding privacy and confidentiality. These reports offer a wide spectrum of analytics and insights for faster and objective business decisions.

These reports on top end models like GPT4 or Claude Opus 4 can do analytics for financial advisors and wealth managers. Insights include detailed portfolio analysis, performance benchmarking, tax optimization, scenario modelling, and risk planning.

Questa Local Redaction is a solution addressing the critical privacy gap created by AI Chat Bot platforms. Questa offers a Privacy Extension that redacts personal and confidential information locally before sending to LLMs. This prevents the use of data for AI training and accidental exposure via public platforms to other human readers.