One intelligent workspace for the work that runs the firm.
XECTEC unifies your documents, data, search, reporting, and AI into a single intelligent workspace, without replacing your systems or migrating your data.
Your firm runs on
dozens of systems.
None of them work as one.
Enterprise systems are powerful on their own — but disconnected in practice. Your people end up working for the systems, instead of the systems working for them.
Fragmented systems
Information is scattered across your DMS, SharePoint, CRM, email and legacy tools. Simple tasks mean switching between half a dozen applications.
No single client view
Documents, communications and portfolios live in separate places. There is no unified Client 360.
Time lost searching
Teams spend hours locating documents, rebuilding context and repeating analysis. The knowledge exists — it just isn't accessible.
The cost of legacy
Overlapping platforms, reporting tools and AI point-solutions mean high licence costs and low integration value.
System-first experience
People think in terms of systems, not clients or work. The result is friction, confusion and lost time.
From scattered systems to one intelligent workspace.
- ✕ Multiple disconnected systems
- ✕ Manual search across repositories
- ✕ Different applications per task
- ✕ Slow, fragmented decisions
- ✓ One unified AI workspace
- ✓ Instant AI-powered search
- ✓ Single platform, every workflow
- ✓ Faster, evidence-backed decisions
One Workspace. One AI. One experience.
We don't replace your systems — we connect them, and build a single intelligent layer on top. Your documents stay in their repositories. Your data stays on your network. Your people get one place to find, understand and act on everything.
Every layer of the firm, in one place.
Eight capabilities, one workspace. Adopt one or all — and scale at your own pace.
Document Workspace
Organise, search and act on documents across every repository, in one client-centric view.
Enterprise Intelligence Search
One search across documents, emails and data — by meaning and content, not just file names.
Reporting Intelligence
Cross-system dashboards that explain what happened, why, who's affected and what to do next.
Document Chat
Ask questions across client and matter documents. Every answer is cited — and nothing leaves your network.
AI Research
Investigate clients, entities, matters and projects across your entire business context.
Workflow Automation
Turn insight into action with workflows that run across the systems you already use.
Intelligent Document Processing
Extract and classify data from KYC packs, invoices, tax forms and onboarding documents — automatically.
Knowledge Management
Turn scattered enterprise knowledge into a searchable, AI-driven intelligence layer.
Ask the firm anything. Get answers with sources.
Query your documents, reports and data in plain language. Every answer is traceable to its source, governed by your permissions, and generated without your content ever leaving your environment.
Purpose-built for knowledge-driven firms.
Same platform. Different outcomes — shaped to how each profession actually works.
Family Office
One workspace for families, trusts and entities — governance, administration and oversight in one place.
Explore Family Office →Wealth Management
Client 360, portfolio intelligence and advisor enablement, built for relationship managers.
Explore Wealth Management →Tax Advisory
A unified workspace for research, document collection, workflow and AI-assisted analysis.
Explore Tax Advisory →Legal
The intelligent matter workspace — matter files, document intelligence and legal research, grounded in your firm's knowledge.
Explore Legal →Your data stays on your network.
Built for firms that operate under real security, audit and compliance constraints.
No data migration
Your documents remain in your existing systems. We connect to them — we don't move them.
Private by design
Only matching text is sent to the model. Your content is never used to train AI.
Permissions preserved
Your enterprise access controls are respected end-to-end, for every user and every query.
Audit & governance
Every action is traceable. Swiss-engineered, and aligned with GDPR and FADP.
See your firm running on one workspace.
Book a 45-minute discovery session. We'll show you exactly how EWS fits your environment — starting with a single module, with zero disruption to what you already run.