The way in
Ask anything about your firm. Citations every time.
Ask Bloxii · The conversational layer
Your firm, on tap.
Ask anything about your firm in plain English, portfolio performance, LP status, compliance position, deal history, and get an answer cited to source. Role-based access is built in, so people only ever see what they're permitted to. Conversation history is kept, and any cited answer exports to Word or PDF.
What it does
One product, no editions. Just ask.
Scope
- Natural-language Q&A across your firm's data
- RBAC-aware retrieval, answers only ever draw on what the asker is permitted to see
- Citations on every answer, grounded in source
- Conversation history kept, and Word or PDF export of any cited answer
Citations & audit trail
Every answer cited. Every answer traceable.
Ask Bloxii answers always include source citations grounded in your firm's data, so you can trace any figure back to where it came from. Conversation history is kept, and a full audit trail is available via Bloxii's admin interface and exportable for regulatory or audit purposes.
More than a generic chatbot
Purpose-built for financial work.
A generic AI tool can't see your portfolio, your LP register, or your compliance position, and it certainly can't cite the source. Ask plain English of it and you get a plausible paragraph with no provenance and no respect for who's allowed to see what.
Ask Bloxii is grounded in your firm's own data and the agents & workflows your Operations Engineer has built, role-aware, cited to source, and fully audited. It's the conversational layer over everything Bloxii runs for you, not a chatbot bolted on the side.
Ready to ask your firm anything?
Book a discovery call. We'll demo Ask Bloxii on a sample firm so you can see the conversational layer working end-to-end, plain-English questions, cited answers, role-based access, before you decide.