WEALTH OPERATORAI WealthTech Lab

Projects

Complete systems built on synthetic or public data — from problem framing to working prototype to lessons learned.

Cyborg RM Nudge Engine

Live

Turns a market headline into compliance-aware, client-personalized WhatsApp drafts for relationship managers.

  • Gemini API
  • Streamlit
  • Python
  • Synthetic data

WealthTech RAG Assistant

Planned

A retrieval-augmented chatbot that answers drawdown and allocation questions over anonymized PMS/AIF factsheets.

  • LlamaIndex
  • RAG
  • Python

AA Wealth Profiler

Planned

An advisor-facing opportunity dashboard built on mock Account Aggregator (Sahamati) JSON data.

  • Account Aggregator
  • Python
  • Mock data