Generates an audit pack covering 5 frameworks.
Primary regulatorsESMA · SEC · FCA
Why it matters: MiFID II suitability breach → restitution + bans.
Not a generic LLM. Specialists with hard-coded domain knowledge.
Allocation Agent
Design portfolio allocation strategies.
Rebalancer
Design automatic rebalancing with TLH.
Risk Profiling Agent
Design risk assessment.
User Profiling Agent
Design onboarding and financial planning.
The integrations the agents know how to wire up.
Proven patterns the agents use to write your code.
MPT and Black-Litterman Model
Applies when building portfolio optimisation for a robo-advisor or automated wealth management system. Mean-variance optimisation (Markowitz MPT) is the foundation; Black-Litterman extends it with investor views and produces more stable, better-diversified portfolios. MiFID II…
Rebalancing Strategies
Applies when building the automated rebalancing engine for a robo-advisor. Rebalancing restores a portfolio to its target allocation after market drift, but incurs transaction costs and tax events — the rebalancing decision must optimise for after-cost, after-tax outcomes.…
Suitability Assessment
Applies when building robo-advisor client profiling and portfolio recommendation systems. Suitability assessment is a mandatory regulatory requirement before making any investment recommendation under MiFID II (EU) and Reg BI (US). MiFID II Article 25(2): investment firms must…
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in 30 minutes.
Free tier — bring your own LLM key. No credit card.