Smart assistant for wealth advisors, unifying knowledge search across connected sources to deliver actionable insights

AI Financial Robo-Advisor Agent is an intelligent web-based application built using Python and Streamlit that acts as a smart financial assistant. The system collects user financial details, analyzes risk tolerance and market indicators, and uses machine learning-based decision logic to generate personalized investment and SIP recommendations.

Jump AI Agent – Financial Advisor Assistant. Built in 48 hours. Integrates Gmail, Google Calendar, and HubSpot CRM with a ChatGPT-like interface. Features RAG for semantic search, real-time webhooks, persistent memory, and tool calling.

AI-powered assistant for financial advisors. Integrates with Gmail, Google Calendar, and HubSpot. Features RAG search, proactive agent behavior, and task automation.

An intelligent and customizable AI chatbot powered by LangGraph, Groq, and Tavily, allowing dynamic agent creation with real-time web search capabilities. Easily configure agent roles (e.g., Financial Advisor, Medical Assistant, Developer) and interact through a modern Streamlit interface.

AI-Powered Investment Portfolio Advisor is a smart assistant that analyzes financial markets and generates personalized investment portfolio recommendations. Using Cohere’s LLM and CrewAI agents, it provides data-backed market insights and tailored strategies for different risk profiles.