The auditable reasoning layer for wealth management
Private BetaΩSUITE computes, your AI reasons, you decide. White-box analytics for family offices and asset managers.
Running a portfolio health check on the book.
Ω risk · regime · factors ✓| Macro regime (US) | Stagflation — 68% confidence |
| VaR 95%, 1 day | $119.4K on $10M (1.2%) |
| CVaR 95%, 1 day | $149.7K |
| Market beta (FF5, 3Y) | 0.62 — R² 0.89 |
| Concentration (HHI) | 0.070 across 34 lines |
Read-out: in a stagflation regime the engine flags commodities and TIPS; the book holds 5% gold and 4% TIPS.
Every number is computed deterministically by the engine and returned with method and source. Your AI plans the work and reasons on the results. The professional decides.
Who decides what
Final judgment, every order, high ambiguity.
The AI proposes a rebalance or a what-if; the human confirms.
Within thresholds: data checks, flags, abstention.
Pick the modality that fits your workflow — or use both. The same 24 modules, exposed two ways.
Professionals who allocate capital need the same thing: depth without black boxes.
| Who | Uses | Needs |
|---|---|---|
| Family Office | Partner, CIO, analyst | White-box analytics, independence, the principal can verify what managers report. |
| Asset Manager | PM and analysts | Factor, risk, options and regime analytics, strategy track record. |
positions from your broker or custodian
24 white-box modules
Claude · ChatGPT · Grok — where reasoning happens
report · what-if · proposal
No order execution. The professional decides; ΩSUITE never needs to know who the end client is.
Also as a web app. Same engine, no AI setup: upload Excel or CSV, run the analysis, export the report.
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.
Each output shows where a security stands against published criteria, with sources. Data gaps are flagged, never filled.
Same question, five times: a generic AI chat gave five different 1-day VaR figures for a $10M portfolio ($184K to $299K), each from an assumed volatility. ΩSUITE returned $141.9K every time, computed from market data, with method and source. The model writes. The engine counts.
“1-day 95% VaR of this $10M portfolio?”
| Run | Generic AI | ΩSUITE |
|---|---|---|
| 1 | $200K | $141.9K |
| 2 | $299K | $141.9K |
| 3 | $184K | $141.9K |
| 4 | $250K | $141.9K |
| 5 | $240K | $141.9K |
| Plausible, never the same. | Same, with method and source. |
Same engine. Family Office: onboarding, morning brief, what-if, rebalance proposals, client-ready reports. Asset Manager: factor, risk, options and regime analytics, strategy track record.
Audits a portfolio from the client's own statements: true returns, real costs, mandate drift. Every number graded and sourced. Abstains when data is insufficient.
Crypto risk overlay, LBO, business valuation, real estate, advanced fixed income.
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.
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 assessment against published criteria, 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.
Claude · ChatGPT · Grok — any MCP-compatible assistant. Reasoning, conversation and client context live here.
Positions come from the client's own connection.
Family Office and Asset Manager editions · 6 families
Market and macro data from public and licensed sources
Stateless via MCP: no client identity, no client records written on our servers. Hosting: EU (Frankfurt) and US (Oregon), containerised; on-premise for Enterprise.
Your AI already holds client and bank data. Via MCP, ΩSUITE receives tickers and weights, returns numbers with method and source, and stores nothing.
clients, accounts, positions
agents built into the bank's stack
An enterprise loop.
Claude · ChatGPT · Grok — client and bank data already there
computes · stores nothing
A plug-in: we add numbers, we take nothing.
ΩSUITE runs on SOC 2 Type II and ISO 27001 certified infrastructure, at provider level (Render). You get the compliance evidence your security team needs to approve deployment.
Every service deploys on SOC 2 Type II + ISO 27001 certified infrastructure. Sub-service attestation reports available on request for your security review.
Deploys, configuration changes and access events are logged at infrastructure-provider level. Available for internal audits.
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 audiences above.
Private beta. Tell us about your setup.