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.
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
Personal GitHub profile of Sam Sur — founder and systems architect sharing public architecture, frameworks, and design work across Taurion, Palatino Wealth, and CodeData.
Leadership notes on trusted financial AI, platform strategy, and governed agentic systems.
Public product and architecture brief for a local-first AI advisor workbench.
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.
Architecture notes on provider-aware financial data, advisor workflows, and trusted wealthtech AI.
Trusted financial AI, agentic workflows, and senior AI product/platform architecture.
SFTI organization repo
Challenge traditional WealthTech by redefining personal finance with AI-driven automation tailored for India’s real user behavior and needs.
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