Financial firms need AI output they can check and keep. Vouch deploys ChatGPT Business or Enterprise for advisers, lenders and finance teams, and can keep a signed record of AI-assisted work for Advisers Act Rule 204-2 recordkeeping.
Document-heavy work comes first.
Investment advisers keep books and records for five years under Rule 204-2. Vouch can retain AI outputs, sources and approvals as part of that record.