AI transformation for corporate, trust, and fund services firms
Dovara's agentic platform works from your team's email, documents and records to prepare, check and file the work behind every entity, with professionals in control of review and approval.
Let's tackle the annual return for Blackthorn SPV — the deadline's tomorrow.
Reads email, absorbs context, and automatically prepares filing
Dovara reads the incoming request and existing company records, then prepares the required resolution and regulatory filings. Information is carried across the workflow automatically rather than re-entered by an analyst at each step.
Starts from the incoming email, with no ticket or prompt needed
Extracts names, dates and roles
Knows the entity’s history and the firm’s procedures
Completes regulatory forms automatically
Tracks board deadlines, prepares agendas, and ensures regulatory compliance
Dovara keeps every entity's details current, maps what is due to each regulator and when, and automatically drafts board agendas, minutes and resolutions.
Maintains entity calendar with key regulatory deadlines
Proactively prepares agendas, minutes and resolutions
Navigates regulatory portals and populates every field
Systematically tracks changes for regulator review
Runs continuous KYC to immediately identify issues
Dovara checks each client file against every document and every register, continuously. It identifies inconsistencies, shows the evidence behind each finding and prepares the resulting forms or review documents.
Onboarding, periodic reviews and continuous monitoring
Cross-document consistency checks with source references
Discrepancies surfaced with evidence, not just flags
Review record prepared with professional sign-off
Built for confidential client work
Trust, corporate and fund services require the highest standards of data security. Dovara is built from the ground up for confidential professional work.
Regional data residency
Each deployment runs in a single region you select. Client data is stored and processed there and nowhere else.
Not used for model training
Client data is never used to train or fine-tune AI models. Your files remain confidential.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest. All stored documents and records are encrypted.
Role-based access controls
Fine-grained permissions control which staff can view, action or approve each class of work.
Human approval controls
Every workflow action that affects a client record or external system requires explicit professional approval.
Complete audit history
Every extraction, generation, approval and submission is logged with user, timestamp and reason.
DORA-aligned controls
Controlled access, documented changes and incident readiness support operational resilience.
Transparent AI reasoning
Every finding links to its source evidence. You can verify what Dovara extracted and why.