Talk to Friedmann
Easily build plans, update client profiles, and analyze complex financial situations — with just your voice.
Co-built by
Backed by
Your Entire Workflow. One Secure Platform.
Built to make your day easier, your process faster, and deliver results that grow your practice.
Drag & Drop Your Documents
Upload financial plans, investments statements, insurance policies, and more, and let Friedmann analyze them for you. No more manually entering data into spreadsheets or planning software.
Real-time Calculations
Analyze scenarios about retirement, estate planning, insurance, business, and more, with instant calculations and insights.
Built-in Compliance & Memory
Every conversation, document, and client interaction automatically stored and organized. Track compliance across all clients.
Why Friedmann?
See how we compare to traditional solutions
| Feature | Friedmann | Traditional Planning Software | Spreadsheets | AI Chat Tools |
|---|---|---|---|---|
| AI-Native Interface | ||||
| Voice planning & simulations | ||||
| Drag & drop PDFs (auto-analyze) | ||||
| Compliance AI layer | ||||
| Auto-memory of everything | ||||
| Zoom integration | ||||
| Security (SOC 2 Type II) |
Built for every financial scenario
How Advisors Use Friedmann
Run retirement scenarios
Model timelines, income strategies, and withdrawal plans.
Meet the team
Built by financial professionals and technology experts who understand your challenges
Michael Dutra
CEO
Founder and CEO of a wealth management firm he has led for over 15 years. A seasoned financial professional holding CFP, TEP, and CLU designations. Recognized for his expertise in holistic financial, tax, and estate planning, Michael has been featured on Canada Talks (SiriusXM), Moolala with Bruce Sellery, and Video Tax News. He also serves as an advisor to the SickKids Foundation.
Ameen Neami
CTO & Co-Founder
Technical founder with a track record of building and scaling AI-driven products. Previously built a gamified study platform that grew to thousands of active users, developed cognitive games piloted in memory care homes, and scaled an AI content generation tool to hundreds of thousands in recurring revenue. Specializes in understanding complex problems and turning them into intuitive products that people actually use.
Gillian Riley
Board Advisor
Former President and CEO of Tangerine Bank and currently serves as Chair of the Board at Roynat Capital. With over 30 years at Scotiabank, she built a reputation for driving growth, building high-performing teams, and delivering exceptional customer experiences. She founded The Scotiabank Women Initiative to empower women entrepreneurs. A recognized leader in inclusive finance, Gillian has been honoured as a Catalyst Honours Champion and twice named one of Canada's Top 100 Most Powerful Women.
Common questions
Everything you need to know about Friedmann
All data is encrypted in transit and at rest, hosted on IBM Cloud — infrastructure that meets SOC 2 Type II standards with strict access controls and full audit logging. As an IBM Build Partner, FriedmannAI leverages enterprise-grade security architecture and compliance frameworks to ensure every piece of client data remains protected and private at all times.
Start planning smarter today
See how FriedmannAI can transform your advisory practice
"After 15 years helping Canadians plan their futures, one thing became clear — advice needs evolution. Too many great advisors are limited by outdated tools, and too many Canadians are left without clarity. I built FriedmannAI to change that — to bring intelligence, transparency, and trust back to the core of financial planning."
Michael Dutra
CEO & Founder, FriedmannAI