Huard · AI by Tchat N Sign

Financial intelligence,
compliant and sovereign

Finally, an AI you can put your clients' information into.

Coming soon — talk to us Two ways to start

Coming soon Huard isn't available yet. It's coming, and pilot firms are already trying it.

Desktop app · Mac and Windows · pilot program under way

Canadayour data, by default
7 yearsof automatic archiving
SOC 2Type II · ISO 27001 and 27701

Tchat N Sign made non-compliant channels compliant.
Huard does the same for AI.

Archive, trace, supervise — don't ban.

Your advisors already use AI.
Elsewhere.

Every investor profile pasted into a consumer assistant leaves for foreign servers. No archiving. No audit trail. No supervision.

Every answer.
One source.

Grounded in the file

Huard answers from the documents in the file, not from the model's memory.

It reads your documents

IDs, forms, statements. No more double entry.

It spots what's sensitive

Personal information on an open channel? Redirected to the secure portal.

It sits in your meetings

Meet, Teams, Zoom, calls. Transcribed, summarized, filed — with no bot in the room.

It handles follow-ups

Reminders and missing documents. Under your supervision, always.

It watches itself

Six checks running continuously, from disclosure to advisor licensing.

One question.
Three moves.

01.

You ask

In plain English, like asking an assistant.

Which investment accounts are mentioned in Mr. Tremblay's file?
02.

Huard searches

Through documents, exchanges, transcripts.

The file shows a TFSA and an RRSP, detailed in the March statement. March statement · p. 2
03.

You verify

The exact source, right beside the answer.

March 2026 statement — page 2

“The TFSA shows a balance of $28,450.00 and the RRSP $112,300.00 as at March 31, 2026.”

Law 25,
handled.

Huard doesn't just respect your obligations. It produces the documents that meet them.

Compliance checklist Incident register Notices to the privacy commissioners Preventive flags Tool assessment Privacy officer designation Privacy policy PIA report

You start ahead

Secure channel, logged signature, Canadian hosting: points you already have because you use the platform.

It talks to no one

The compliance advisor runs on a local model. Incident details never leave.

A standard made for this

ISO 27701 covers personal information specifically. Tchat N Sign holds it.

Your data
doesn't travel.

Processed abroad

Hosted in Canada

No audit trail

Every action logged

Foreign law, Cloud Act

Canadian law

audit trail · live

Ready for the examination

Every action is logged and filterable. Whatever the AMF or CIRO asks for, you already have it.

CA Canadian region

The market's leading models, served from Canada. By default.

⌂ Sovereign models

Open models, Canadian private cloud. Neither data nor computation leaves.

US American providers

On request, with a visible badge. The decision stays with you.

Two ways to start.

Huard on its own

Without changing a thing about your tools.

  • Your documents, read and retrieved
  • Every answer names its source
  • Sovereign models, hébergés au Canada
  • Law 25 compliance kit included
Coming soon — talk to us

Recommended

Huard + platform

It sees everything your firm already archives.

  • Texts, Messenger and email as context
  • Calls transcribed, signatures connected
  • Connected to your CRM and SharePoint
  • Seven-year archiving, full compliance
Coming soon — talk to us

In pilot today. Specialized connectors and domain-trained agents follow, wave by wave, with the pilot firms.

In production
in four weeks.

01

Your channels and files connected

02

Your roles and rules set

03

A group of advisors in pilot

04

The whole firm, documentation handed over

Ask the question.
Huard cites the source.

A demo on your own files, with your constraints.

Coming soon — talk to us