Common APIs for Wealth Management
Reusable AI skills, prompts, and workflow templates for lean family offices, RIAs, and wealth operators. Read-only, human-in-the-loop, non-advisory.
22,000-word open-source manifesto on AI-native personal finance in India. 10 chapters, 5 product specs, full system architecture.
Human-supervised AI workflow transforming financial documents into an advisor-approved financial plan.
Browser-local editor for creating one-page client money maps and exporting them for meetings.
Human-gated, browser-local CSV-to-eMoney entry assistant. In my workflow, a recurring task fell from roughly 1-2 hours to 3-5 minutes; firsthand observation, not a controlled benchmark.
Public documentation for the NeuFin Behavioral Signals MCP server — read-only behavioral intelligence for advisor AI agents
Top Robo Advisory Platform 🌟 Star if you like it! 🌟
Public GitHub profile for Future Edge Group, the company behind iPulse.
Vantage — institutional-grade portfolio stress-testing for independent wealth managers. A client-ready risk report in under 60 seconds: 12-section dashboard, Monte Carlo, plain-English scenarios. Next.js · TypeScript · Tailwind · Recharts.
Architecture notes on provider-aware financial data, advisor workflows, and trusted wealthtech AI.
React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline
SFTI organization repo
AI reads the market and proposes moves. It can't act on them. A separate rules engine plain, testable, no AI screens every suggestion against your limits. What survives comes to you. Every decision, visible through the glass.
Educational GPU Monte Carlo retirement simulator and model workbench
SigFig — independent third-party profile of a public API surface, by API Evangelist. SigFig is a San Francisco-based wealth management technology (fintech) company. It operates two lines: "Tandems," an enterprise platform that helps financial institutions deliver intelligent, personalized financial advice, and "SigFig Wealth Management," a consumer
Open-source multi-asset trading platform demonstrating product discovery, portfolio management, execution, reconciliation, risk governance and decision explainability.
Trade macro pipeline: Excel/VBA automation from custodian holdings export to drafted trade email in Outlook
Leadership notes on trusted financial AI, platform strategy, and governed agentic systems.
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