Capstone AI
AI that's grounded, cited, and practical
Most AI tools make things up. Capstone works from your actual documents \u2014 so every answer has a source you can point to.
Upload your documents
Policies, carrier guides, CE materials, or any file.
Ask in plain language
No prompting expertise needed. Just ask what you want to know.
Get sourced answers
Every response cites exactly where the information came from.
Ask your documents anything
Chat with context that comes from your own uploaded documents \u2014 so answers stay anchored to real details, not generic assumptions.
- Grounded answers from your own sources
- Document-aware conversations that scale with your library
- Designed for clarity and speed
app.trycolumn.co
Advisor prompt
Compare SCHD and VYM for a dividend-focused retiree client.
Research Agent
Built a one-page comparison using recent filings, holdings mix, dividend yield trends, and cited source links.
Every answer, fully sourced
When Capstone references a source, citations make it obvious where information came from \u2014 so you can verify and share confidently.
- Transparent sources attached to every response
- Better traceability for compliance and handoffs
- More trust for client-facing outputs
app.trycolumn.co
Quarterly review packet.pdf
Today
Tax-loss memo.docx
Yesterday
Meeting notes - Chen household
Apr 24
AI that actually does things
Use specialized agents for focused workflows \u2014 so you can move faster without losing structure or context.
- Purpose-built, task-oriented behavior
- Less prompt wrangling, more execution
- Keeps work aligned with your process
app.trycolumn.co
Quarterly Review Cycle
Multi-agent workflow
More Capstone capabilities
Supporting features that keep the experience reliable day-to-day.
Manage your knowledge base
Add documents, remove outdated sources, and keep your library clean so Capstone always works from the right material.
Security & isolation
Built with user-level isolation and secure-by-default patterns to protect sensitive practice data.
Your documents, ready to answer questions
Upload a document and see what Capstone finds. Every answer cites exactly where it came from.