The context, close at hand.
Bring client records, plans and documents into the same conversation. Spend less time assembling the background and more time working through what matters.
TRUST & SECURITYIntelligent work.
Intelligent work.
Human judgment.
Hanna prepares the work. You bring the context, the responsibility and the final decision.
From a client conversation to a firm-wide review, Hanna brings available records, documents and next steps together so your team can focus on the decision in front of them.
See Hanna do the work
Room for your expertise.
Work through drafts, scenarios and findings with the supporting information in view. Your team applies its knowledge before sharing a result or taking the next step.
You remain the decision-maker.
Hanna supports the work of advice and oversight. Advisors and firms retain the professional judgment and responsibility their clients rely on.
A Canadian company, a connected platform
Hanna Financial Active Intelligence is a product of Hanna Active Intelligence Inc., with its registered office in Richmond Hill, Ontario. We build for the work of Canadian financial advisors and dealer teams.
Your information and your workspace
The public website is hosted on Microsoft Azure in Canada. Customer workspace access, enabled integrations and data-processing arrangements follow the applicable service agreement. Email, AI processing and other connected services can involve processing outside Canada. Our team can walk you through the arrangements for your deployment.
Professional judgment stays central
AI-assisted drafts, summaries and projections support preparation and review. They can contain errors or omissions. Decisions about advice, suitability and oversight remain with the professionals and firms responsible for them.
A direct line to our team
For privacy, security or deployment enquiries, contact emma@hanna-ai.ca. Emma is our AI assistant and helps coordinate conversations with the Hanna team. Please keep credentials and client records out of the initial message.