As capable as the best AI models, with the one difference that matters in a regulated firm: it is grounded in information you control, and it never leaves your firm's walls.
"Inside your walls" means a controlled environment, governed by your firm's own rules. Nothing goes in or out without your authorization.
Take your firm's most complex process. Automate it with Vista. Your team saves time, saves headcount, and your firm's knowledge stays inside your own walls.
Built for CPA firms, family offices, wealth RIAs and broker-dealers.
That's exactly what has kept real intelligence out of a regulated firm's hardest work. Not lack of capability. Compliance and governance. Vista closes that gap, with a Private Intelligence model built within your firm's walls.
When someone you hire leaves the firm, the knowledge they built leaves with them, out the door. Vista's knowledge never walks out. It stays, and it keeps getting sharper at your firm's own work.
Every year of judgment your firm has built is worth something. Hand it to a public model and it helps train intelligence for every other company using that same model, competitors included, privacy policy or not. Vista gets smarter only for the firm that owns it.
Vista's agents work inside permissions scoped to one task, not general-purpose access to everything your firm knows.
Also available, if you want it: results that are provable, put in front of a regulator. Explore Arc.Box →
A public model cannot touch regulated client data, because of compliance and governance. Vista can, because it never leaves your firm's walls.
Take your firm's most complex, most complicated process. Vista automates it as one agentic process, built for that task alone. That first one is the slow part, the real win. After that, Vista already knows the shape of your firm's work, so the next process moves faster.
Vista connects to wherever your firm already works. No migration, no provider switch.
Vista connects to the systems your firm already uses, under permissions your firm controls. No migration.
Every agentic process is built individually, designed and created around your firm's own process and needs. Nothing generic, nothing off the shelf.
Your people review the work. Vista trains only on what your firm approves, so it keeps getting sharper at your firm's own work.
Also available, if you want it: every result sealed into a certified, tamper-evident record your firm owns. Explore Arc.Box →
Same idea, intelligence that does your firm's work. Very different rules for where your information goes.
Managing partners and practice leaders
Principals and trusted operators
Founder-advisors and CCOs
Compliance and operations leaders
Archivista is in production today in leading CPA firms and broker-dealers in the US.
Talk to us about putting Vista on your firm's hardest work.
