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.
eMoney Holdings Entry Assistant: human-gated CSV-to-eMoney data entry that cut a 1-2 hour manual task to 3-5 minutes
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! 🌟
React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline
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.
Public GitHub profile for Future Edge Group, the company behind iPulse.
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 robo-advisory service that builds and manages tax-efficient, diversified investment…
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
SFTI organization repo
Personal GitHub profile of Sam Sur — founder and systems architect sharing public architecture, frameworks, and design work across Taurion, Palatino Wealth, and CodeData.
Skience, a product of The Athene Group, is a wealth management technology company that delivers a Salesforce-based platform for firms undergoing digital transformation. Its platform serves broker-dealers, registered investment advisors (RIAs), and enterprise wealth management organizations with digital client and advisor onboarding, automated…
Trade macro pipeline: Excel/VBA automation from custodian holdings export to drafted trade email in Outlook
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