AI Platform for Financial Advisors

Overview:

This project is a full AI-powered platform designed to help financial advisors and paraplanners streamline client meetings, documentation, decision workflows, and report creation. The system captures conversations, extracts key insights, organizes action items, and automatically generates compliance-ready reports - making the entire advice process faster, more accurate, and effortless.

By combining meeting intelligence, smart document processing, advisor-specific agents, and a unified client data graph, the platform removes administrative overhead and allows advisors to focus on meaningful client relationships.

Key Features:

Meeting Intelligence & Transcription AI records client conversations, transcribes them in real time, highlights important topics, and generates structured notes automatically.

Smart Client Summaries & Action Items The platform extracts to-dos, decisions, risks, and next steps - organizing them into clean, actionable workflows for each client.

AI Report Writer Generates fully formatted, compliance-ready suitability reports and follow-ups based on meeting data, client goals, and advisor inputs.

Document Parsing & Data Extraction Uploads PDFs, emails, and forms - AI parses and structures information instantly, keeping the whole client profile up to date.

Advisor-Focused AI Agents Specialized agents surface insights, flag missing information, and guide advisors toward the next best action during and after meetings.

Tech Stack:

Frontend: React + Next.js for a clean, modern UI focused on clarity, accessibility, and advisor workflow efficiency.

Backend: Node.js & Python handling audio transcription, document parsing, logic workflows, and API orchestration.

AI Layer: OpenAI models fine-tuned for financial advice, meeting analysis, summarisation, and report generation.

Automation Engine: Custom workflow logic + n8n to automate follow-ups, track tasks, and maintain compliance documentation.

Database & Auth: Supabase for secure authentication, client data storage, and multi-tenant advisor environments.

Hosting & Deployment: Vercel & AWS for fast, scalable, cloud-native delivery.

To reduce the burden of admin work in the financial advice process by automating meeting documentation, report creation, and client data management - enabling advisors to spend more time building relationships and delivering high-quality guidance.