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.
Personal GitHub profile of Sam Sur — founder and systems architect sharing public architecture, frameworks, and design work across Taurion, Palatino Wealth, and CodeData.
This repository outlines the high-level and component-level architecture for Taurion, an Agentic platform for private markets.
Public documentation for the NeuFin Behavioral Signals MCP server — read-only behavioral intelligence for advisor AI agents
Public GitHub profile for Future Edge Group, the company behind iPulse.
React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline
SFTI organization repo
Challenge traditional WealthTech by redefining personal finance with AI-driven automation tailored for India’s real user behavior and needs.
Add a description, image, and links to the wealthtech topic page so that developers can more easily learn about it.
To associate your repository with the wealthtech topic, visit your repo's landing page and select "manage topics."