AI built for
fiduciary duty.
Your clients trust you with their financial lives. Ferox Nodus runs entirely on your Mac — client data never reaches a third-party server.
Analyze portfolios, draft client reports, and model financial scenarios with full AI capability — without regulatory exposure.
14-day free trial · No credit card required · Apple Silicon required
The AI problem every independent advisor faces
Uploading client financial data to cloud AI creates regulatory and liability risk
PIPEDA and IIROC/CIRO dealer obligations require care in how client information is handled. Transmitting account details, portfolio holdings, and financial plans to third-party AI services creates exposure your compliance officer will flag.
Enterprise financial AI is priced for the big dealers
Compliance-grade AI tools exist for financial services — but they're enterprise contracts. Independent advisors and small firms don't have the procurement budget or IT infrastructure.
Ferox Nodus: financial AI capability, zero data exposure
Client portfolio data, financial plans, and account records stay on your Mac. When cloud processing is needed, financial identifiers are scrubbed before transmission.
Built for financial advisory work
Portfolio Analysis
Ask questions about client portfolios in plain language. Analyze asset allocation, identify concentration risk, and summarize performance — on-device.
Client Report Drafting
Generate first drafts of client-facing reports, investment policy statements, and financial plan summaries using professional templates.
Document Intelligence
Search across client files, statements, and correspondence by meaning. Find the document, figure, or agreement you need instantly.
Financial PII Scrubbing
Account numbers, SINs, and financial identifiers are detected and replaced with synthetic tokens before any cloud escalation.
Six layers between
your data and the cloud.
Privacy isn't a policy — it's architecture. Every query passes through six protection layers before anything reaches the network.
Your Device
Local Inference
AI runs entirely on your hardware. No network calls.
Document RAG
Your documents indexed locally. Never uploaded.
PII Scrubbing Pipeline
PII Detection
GLiNER NER model identifies sensitive entities.
PII Replacement
Names, addresses, IDs replaced with synthetic tokens.
Audit Logging
Every scrubbing action logged locally for compliance.
Cloud (Scrubbed Only)
Cloud Relay
Scrubbed query sent to frontier model via Toronto relay.
↑ Your device never shares raw data ↑
Designed around Canadian financial privacy obligations
PIPEDA
Federal private sector privacy law compliance built into the architecture.
PIPA (Alberta)
Alberta's Personal Information Protection Act requirements addressed by local processing.
Canadian Data Sovereignty
Cloud relay hosted in Toronto. No cross-border data transfer for local queries.
Ferox Nodus is a productivity tool. It does not provide investment advice and does not replace the judgment of a registered financial advisor.
Get started in
under two minutes.
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Install
Download and install on macOS or Windows.
Download Model
Gemma 3 12B downloads on first launch (~7 GB).
First Query
Start chatting — everything runs locally.