Buckler, an AI-powered investment due diligence platform built on primary data, today announced the general availability of Version 1 of its platform for wealth management firms and banks.
Version 1 is the product of four years of AI research to build the Buckler AI Engine — open-source language models run in a closed circuit on Buckler's own market data, chained to proprietary machine-learning models, with every answer verified against the source before it is returned — and eighteen months of active product development on top of it.
The release delivers the platform's first module: Investment Due Diligence. It continuously monitors every security in an advisor's book against preconfigured triggers, grades alerts by severity, and drives the review that follows — documented, with a rationale, at the point the decision is made.
The module is the result of three years of feature validation with more than 250 professionals across financial services — advisors, compliance teams, supervision, and management — whose day-to-day work shaped what the product does and, just as importantly, what it leaves to the advisor's judgement.
"We didn't build Version 1 from a list of features. We built it from three years of sitting with the people who have to do this work every day, and from a research effort that refused to ship an AI that could put an unverified number in front of an advisor. What launches today is the first module of that platform, and it is the one the industry told us it needed first." — Richard Owen, President and CEO, Buckler
What Version 1 delivers
- Continuous monitoring of every security held across the book, against triggers set firm-wide, per advisor, or per security.
- Alerts graded by severity, from good-to-know to critical, with severity determining the workflow that follows.
- Due diligence reviews assembled from current, primary-source data — earnings, disclosures, fund holdings — and documented with the advisor's notes for audit.
- A supervision view for compliance teams across all advisors in the firm.
Version 1 is available now to wealth management firms and banks in Canada.
About Buckler
Buckler is an AI-powered investment due diligence platform built on primary data, serving wealth management firms and banks. Founded in 2024 by a team with broad experience across technology, AI, market data, design, and the day-to-day work of investment advisors, Buckler builds on a simple premise: the process is the product. Rather than generating plausible-sounding conclusions, Buckler grounds every review in verifiable, primary-source data, so the output isn't just an answer, but a defensible, documented process behind it. Learn more at buckler.ai.
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