Precept AI

Precept is the fastest way for wealth-tech platforms to connect their software to everything else they rely on—custodians, CRMs, portfolio systems, analytics, and more. Instead of months of custom code, Precept installs once in your own environment (on-prem or cloud) and acts as a universal "gateway.” Connections are defined by ultra-light Portable Data Mapping (PDM) files: small, human- readable recipes that describe how data should flow between two systems. Even better, our AI agent can draft a new PDM in minutes from existing documentation, and every validated mapping joins a shared library the whole network can reuse. That means the integration you need tomorrow likely already exists today—one click to install, no extra engineering, no delays. Precept eliminates integration backlogs, cuts onboarding costs, and lets your team focus on innovation rather than plumbing. With Precept, the answer to “Can you connect to _____?” becomes a simple, future-proof “Yes.”