AI summaries for financial planning client files

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What does Hivi-X AI summarize?

Voice notes recorded on the household file — not uploaded PDFs or images in v1.

Is client data sent to ChatGPT?

No. AI runs on infrastructure Hivi-X operates.

Which plan includes AI summaries?

Professional ($59/month) and Enterprise ($99/month). Starter includes checklists and portal collection without voice + AI summary.

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