Your investors ask. AIPher answers.
An AI assistant inside your investors' portal. It answers their questions and shows them their portfolio, their transactions and their returns, without anyone on your team having to reply.
You subscribe to it as a monthly plugin. Your investors use it when they have questions.
Hi, Ana. How can I help you?
Sample conversation, with fictional data.
What it can see, and what it never does.
AIPher only reads, and each investor only sees their own data. It speaks as your assistant, without presenting itself as AIPher or HokenFi.
- Questions about the portalFrom identity verification to how to invest
- Open issuancesThose in your market and their details
- Their portfolioOnly the portfolio of the person asking, when logged in
- Their transactions and returnsWhat they have subscribed to and what they have received
- Advise on what to invest in
- Trade or change data on anyone's behalf
- Show one investor another's data
- Do the work of your law firm, the ESI or the ERIR
You see everything.
From your settings, you request access to its panel. You see the conversations, adjust the knowledge base with your issuance-specific content and top up the AI credits it consumes.
Active in a few minutes.
- 01You subscribe to itIn Settings, Plugins. It is added to your subscription as a monthly fee.
- 02A few minutesThe platform prepares the AIPher space for your investors.
- 03Your investors write to itThe chat appears in their portal, with your branding.
- 04You monitor itYou see the conversations and top up credits when needed.
What beginners usually ask.
Who uses AIPher?
Your investors, when they have questions. You subscribe to it as a plugin on your plan and it appears in their portal, with your branding.
What data about my investors does it access?
Only those of the person asking, and only to read them. Their portfolio, their transactions and their coupon payments in your portal.
How much does it cost?
It costs 149 € per month, excluding VAT, on any plan. Usage consumes AI credits, which you top up from your settings.
Can I cancel it?
Yes, from Settings, Plugins. Your investors will no longer be able to use it at the end of the billed period.
Do your investors write to you often? Tell us about your issuance.
Create your account and subscribe to AIPher from your settings when you open it up to your investors.
