We ingest market data, run a library of white-box analytical modules on top, and expose the results to your AI — inside Claude via MCP, or through our Private Banker web app.
Concentration · Sector · Geography
We sit between raw market data and your AI. We do the quantitative heavy lifting — so your AI (and your advisor) can reason on clean, auditable intelligence.
Equities, bonds, commodities, options chains, VIX, news, fundamentals — continuously.
Quantitative heavy lifting grounded in published methods — inspectable, auditable, composable.
Expose results to your AI — via MCP inside Claude, or the Private Banker web app. Analysis becomes conversation.
Pick the modality that fits your workflow — or use both. The same 24 modules, exposed two ways.
Professionals who advise need the same thing: depth without black boxes.
| Who | Uses | Needs |
|---|---|---|
| Family Office | Partner + analyst | White-box analytics, independence, no vendor lock-in |
| Analysis Boutique | Analyst, head of research | Academic rigor, auditability, composable modules |
| Independent Private Banker | Self | Simple interface, client-ready output, time saved |
| Fund Manager | Portfolio manager + analyst team | Factor analysis, risk metrics, attribution |
| Wealth Bank | Internal private bankers (white-label) | On-premise deploy, compliance, scale |
The PB app turns raw holdings into auditable intelligence in five steps, then exposes six daily workflows.
Conversational AI assistant grounded in your portfolio and the module suite.
Daily market + portfolio summary generated before the open.
Portfolio health assessment with a concrete rebalance plan.
Stress-test proposed changes against regime and tail risk.
Optimal allocation via Markowitz or Black-Litterman with constraints.
Client-ready PDF output with auditable references.
Wealth management deserves analytics it can inspect, infrastructure it owns, and AI that informs rather than trades.
Every calculation is auditable. No patents, no black boxes.
Container-based. Your data stays in your perimeter.
The AI analyzes. The professional decides. No automated execution.
Composable modules. No closed platform lock-in.
Each family groups multiple white-box modules grounded in published quantitative methods. Full module inventory available under NDA during evaluation.
Identifies the current economic regime, volatility structure, and fixed-income context your decisions sit in.
Decomposes returns via canonical factor models and surfaces fundamental quality with intrinsic-value benchmarks.
Covers precious metals, options chains, and derivatives-based hedging with full Greeks-level visibility.
Portfolio-level risk metrics, tail-risk modeling, and allocation optimization with your own constraints.
AI-assisted signal extraction from news flow and market sentiment, scored per instrument.
Cross-module intelligence: orchestrated analyses that combine multiple families into a single answer.
Ticker lookup, alerting, and the operational glue around the core analytical families.
Pre-built analyses turn the module library into concrete deliverables. The orchestration logic is proprietary; the output is what your client sees.
Is this portfolio aligned with the current regime and the client's risk mandate? One-page verdict with actionable findings.
A single instrument from every angle — fundamentals, technicals, sentiment, factor exposure.
Macro snapshot on demand: where we are in the cycle, what's priced in, what's not.
Stress-test the book against tail events and propose hedging posture.
Surface contrarian opportunities with fundamental backing and explicit rationale.
Explain performance vs benchmark with factor-level attribution — not just a number, a reason.
Precious metals and macro context for commodity allocation decisions.
Three principles govern how OMEGA SUITE runs. Everything else is an implementation detail disclosed during evaluation.
Container-based. Every module ships as an isolated container. No shared mutable state, no hidden dependencies.
Multi-region or on-premise. Run managed in EU or US regions — or deploy the entire stack inside your own perimeter. Your data never leaves unless you decide.
Open protocol. Access is via Model Context Protocol. No proprietary SDK to learn, no closed platform lock-in.
OSuite runs on SOC 2 Type 2 and ISO 27001 certified infrastructure. You get the compliance evidence your security team needs to approve deployment.
Every service deploys on SOC 2 Type 2 + ISO 27001 certified infrastructure. Sub-service attestation reports available on request for your security review.
Every deploy, config change, and access event is logged at workspace level. Full trail exportable for internal audits and regulatory reviews.
Prefer full ownership? Every module is a container. Deploy the entire stack on your own infrastructure (AWS, Azure, GCP, bare metal) with your existing compliance framework.
From protocol access to full on-premise deployment. Mapped to the five archetypes above.
Currently working with select wealth management institutions. Tell us about your setup.