AI is changing how wealth firms operate. It can take the repetitive admin off people's plates - reading packs, finding facts, drafting first versions - so advisers, paraplanners, and compliance teams get headspace back for judgement, client conversations, and better decisions.

But in regulated workflows, careless AI creates new problems. If an output can't be traced to source, if a drafted paragraph can't be justified, or if teams don't have a clean review trail, quality degrades and trust erodes. Instead of saving time, people end up double-checking everything - or avoiding AI entirely.

We built Chunkbase because the real bottleneck isn't "writing." It's the messy middle between documents and defensible work: documents scattered across folders, facts re-keyed into templates, context lost between teams, and hours spent hunting for the one line that supports a recommendation.

Chunkbase turns client documents into cited, draft-ready outputs with human review and auditability built in. We're not replacing professionals - we're removing the admin burden around them, so firms can move faster without turning work into a black box.