wealthtech

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.

Top Robo Advisory Platform 🌟 Star if you like it! 🌟

Public documentation for the NeuFin Behavioral Signals MCP server — read-only behavioral intelligence for advisor AI agents

React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline

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.

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

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.

Vennre is a Sharia-compliant private-market investing platform built for HENRYs (High Earners, Not Rich Yet). It curates and vets institutional-grade opportunities across real estate, private equity, venture capital and private credit from leading global managers, lowering entry thresholds so members can start building wealth from as little as…