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Case study
LuxenInvest — AI financial advisory agents
Multi-agent wealth advisory with regulatory guardrails built in from day one (MiFID II, audit trail).
Context
A wealth advisory firm needs to assist its advisors on client profiling and asset allocation, without ever risking a regulatory breach.
What was built
React + FastAPI application orchestrating specialized agents (KYC, market, allocation, tax, risk, coaching, simulation), with a full audit trail of recommendations.
- React + FastAPI
- Agents spécialisés : KYC, marché, allocation, fiscal, risque, coach, simulation
- Conformité MiFID II — audit trail complet des recommandations
Result
- 7 agents orchestrated
- [TO COMPLETE] KYC profile processing time
- [TO COMPLETE] number of recommendations generated
Figures currently being extracted from the production database.