AI Fin Assist: The
Financial Brain
A unified intelligence layer for Wealth Managers and HNIs. We consolidate fragmented data—from PDF statements to SQL databases—into real-time, actionable insights via natural language.
The Fragmentation Trap
Wealth managers spend 40% of their time gathering data instead of analyzing it. The insight gap is growing.
PDF Black Holes
Crucial data (PE Fund letters, Monthly Statements) lives in scanned PDFs, invisible to standard analytics tools.
Spreadsheet Hell
Advisors manually copy-paste data into Excel to get a "Unified View," leading to errors and stale data.
Decision Latency
Simple questions like "What's my total exposure to Tech?" take days to answer across disjointed portfolios.
Orchestrating the Financial Brain
We built a multi-modal Query Router that decides where to look for the answer—SQL, Web, or Documents.
Intelligent Query Router
NL-to-SQL for quantitative P&L data.
OCR Vector Search for PDF strategy text.
# If asking for numbers, hit the DB
if intent == 'QUANTITATIVE':
return self.sql_agent.execute(user_prompt)
# If asking for commentary, read PDFs
elif intent == 'QUALITATIVE':
return self.vector_store.search(user_prompt)
return self.hybrid_merge()
Deep Document Intelligence
The system doesn't just read text; it understands financial structures. Using advanced OCR and Layout Analysis, it extracts tabular data from brokerage statements and normalizes it.
This "Dark Data" is converted into structured JSON and pushed into your data lake, making it queryable forever.
"asset": "AAPL",
"qty": 500,
"price": 182.50,
"currency": "USD"
}
Impact by the Numbers
Empowering advisors to spend time on strategy, not spreadsheets.