Crystor

For financial advisors

Advice gets faster. Custody of client data stays yours.

Client statements, plans, and KYC documents deserve better than an all-or-nothing upload. Crystor keeps them encrypted on your machine and answers AI questions through a keyhole: scoped to the folders you grant, logged on every access.

The log is the point: a human-readable record of exactly what left the vault and to which AI, in a documented format you can export and keep with the client file.

Get Crystor   Source on GitHub