Common APIs for Wealth Management
switzerland fintech common-api sfti openwealth standardization-recommendations swiss-fintech-innovations wealthtech
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Jul 27, 2026
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Reusable AI skills, prompts, and workflow templates for lean family offices, RIAs, and wealth operators. Read-only, human-in-the-loop, non-advisory.
due-diligence fintech ria ai-agents claude wealth-management chief-of-staff family-office workflow-templates llm prompt-library wealthtech ai-skills investment-operations registered-investment-adviser single-family-office multi-family-office
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Aug 13, 2026
22,000-word open-source manifesto on AI-native personal finance in India. 10 chapters, 5 product specs, full system architecture.
open-source personal-finance ai manifesto fintech india product-management account-aggregator wealthtech india-stack agentic-ai
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Mar 11, 2026 - JavaScript
Human-supervised AI workflow transforming financial documents into an advisor-approved financial plan.
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Jun 28, 2026 - HTML
Browser-local editor for creating one-page client money maps and exporting them for meetings.
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Sep 6, 2026 - TypeScript
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Feb 4, 2026 - Python
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.
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Aug 20, 2026 - TypeScript
Public documentation for the NeuFin Behavioral Signals MCP server — read-only behavioral intelligence for advisor AI agents
mcp fintech ai-agents behavioral-finance wealthtech financial-advisor model-context-protocol mcp-server advisor-ai
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Jun 19, 2026
Top Robo Advisory Platform 🌟 Star if you like it! 🌟
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Aug 14, 2026
Public GitHub profile for Future Edge Group, the company behind iPulse.
ai fintech decision-support market-intelligence investment-research financial-ai wealthtech multi-agent-ai future-edge-group ipulse
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Jun 23, 2026
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.
typescript dashboard nextjs monte-carlo fintech recharts risk-management portfolio-management tailwindcss wealthtech
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May 14, 2026 - TypeScript
Architecture notes on provider-aware financial data, advisor workflows, and trusted wealthtech AI.
financial-data financial-ai wealthtech ai-architecture private-markets source-grounding advisor-workflows
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Jul 6, 2026
React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline
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Jun 10, 2026 - TypeScript
SFTI organization repo
api switzerland fintech proptech common-api sfti insurtech standardization-recommendations swiss-fintech-innovations wealthtech
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Jul 28, 2026 - Shell
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.
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Aug 10, 2026 - Python
Educational GPU Monte Carlo retirement simulator and model workbench
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Aug 20, 2026 - TypeScript
Leadership notes on trusted financial AI, platform strategy, and governed agentic systems.
financial-data tool-use financial-ai wealthtech agentic-ai ai-architecture auditability source-grounding
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Jul 6, 2026
Vennre — independent third-party profile of a public API surface, by API Evangelist. 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,
real-estate company investing fintech venture-capital wealth-management private-equity apis-json wealthtech private-markets sharia-compliant
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Sep 4, 2026
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
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Sep 4, 2026
Open-source multi-asset trading platform demonstrating product discovery, portfolio management, execution, reconciliation, risk governance and decision explainability.
python microservices fintech trading-platform product-management risk-management portfolio-management wealthtech
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Jul 18, 2026 - Python
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