Intelligent Compliance Automation for Financial Advisors
Roeltech Solutions is an innovative software platform that automates compliance document processing for financial advisors in South Africa. Our system leverages advanced AI technology to streamline FICA, FAIS, and POPIA compliance workflows.
Automatically extract and analyze data from client documents, including PDFs and Word files. Our system processes insurance policies, CDD forms, and compliance documentation with high accuracy.
Ask natural language questions about your client documents and receive instant, accurate answers. Our vector-based search technology delivers responses in seconds, not minutes.
Generate FICA, POPIA consent, and Record of Advice forms automatically. Our system ensures regulatory accuracy and reduces manual compliance work by up to 80%.
Store and manage client information securely with PostgreSQL database integration. All data is encrypted and complies with South African data protection regulations.
Process documents and generate compliance forms in seconds. Our optimized architecture delivers 30x faster performance compared to traditional manual methods.
Built with Python, Flask, ChromaDB, and locally-hosted AI models. Our solution runs on-premise, giving you full control over your data and infrastructure.
Interested in learning more about Roeltech Solutions? We welcome inquiries from potential funders, collaborators, and financial advisory firms looking to streamline their compliance workflows.