Retirewise AI
A retirement planning platform serving Canadian and US residents, with country-specific tax and account workflows in one product.
Financial services
Retirement projection is a regulated-adjacent calculation on personal financial data: the inputs are sensitive, the arithmetic has to be reproducible years later, and two countries' rules have to coexist without leaking into each other's results. A projection a customer saw last quarter has to be reconstructable under the assumptions in force then.
From operational complexity to shared context.
Account, contribution, and tax-rule data landing in one governed store with per-country partitioning
Projection runs pinned to a dataset version, so a plan shown in March can be reproduced in September
PII classified on write, so personal financial data is masked at query time rather than by a preprocessing step
Advisor-tier dashboards scoped by row-level policy, so an advisor sees their own clients and no others
The capabilities behind the workflow
Point-in-time reproduction of a projection under the rules that applied when it was shown
Content-based PII classification on personal financial fields
Row-level policy separating advisor books of business