Walk into every client review knowing the numbers cold.
Thalassa Finance adds a pre-loaded library of regulatory and tax reference material for your jurisdiction, with a source citation on every answer drawn from it — so every figure you state has a source behind it.
A cited answer beats an unsourced guess.
Generic AI tools produce fluent answers with no way to check them. Every answer Thalassa Finance draws from the pre-loaded library carries its source, so you can verify before you rely on it. You select the jurisdiction before each session, so rules from different regimes never get blended into one answer. It is a reference tool — not tax or investment advice, and not a substitute for your own professional judgment.
What's indexed today — stated exactly.
Version 1 covers four packs: Germany, EU, United Kingdom, and US-Federal. Each pack contains regulatory and tax reference material from official sources. No other jurisdictions are covered yet. The library is refreshed quarterly and the last-updated date is shown before every session.
Built for confidential client reviews.
No permanent recording: audio is transcribed on the fly and the transcript is deleted after the meeting. Client portfolios stay on your machine. Answer generation runs in Europe (Frankfurt). See how your data is handled →
Thalassa Legal and Thalassa Finance include a pre-loaded library of primary public legal and regulatory sources for the jurisdiction you select at the start of each session. Selecting the correct jurisdiction is your responsibility; it is never selected for you automatically. The library reflects publicly available sources as of the last-updated date shown before each session, is refreshed quarterly and may not reflect very recent changes. It is provided for reference only, does not constitute legal, tax or financial advice, and is not a substitute for independent professional judgment.
Thalassa is not an authorised legal, financial, or professional advisory service and must not be the sole basis for a high-risk decision.
Thalassa Finance — answered.
Which jurisdictions does Thalassa Finance cover?
Version 1 indexes four packs — Germany, the EU, the United Kingdom, and US-Federal regulatory and tax material, drawn from official sources. No other jurisdictions are covered yet, and you select the jurisdiction before every session.
How current is the finance library?
The library reflects official regulatory and tax references as of the last-updated date shown before each session, and is refreshed quarterly. It is a reference tool — not tax or investment advice, and not a substitute for professional judgment.
Does every figure come with a source?
Every answer drawn from the pre-loaded library carries a citation you can check, so each figure you state has a verifiable source behind it. Answers based on your own uploaded portfolio are grounded in those files.
See a cited answer on your own client case.
We'll walk you through a live session with your jurisdiction's library.