# ΩSUITE - Complete Documentation for LLMs

> ΩSUITE is a financial technology platform offering two paths to institutional-grade financial intelligence: ΩSUITE MCP (Bring Your Own AI) for platforms with existing AI infrastructure, and ΩAGENT (Complete Solution) with AI reasoning included. Built on 500+ peer-reviewed papers, 46 specialized financial modules, production-ready APIs.

ΩSUITE democratizes institutional-grade financial analysis for wealth management platforms. Two integration paths:

- ΩSUITE MCP: You bring your AI (Claude Desktop, GPT, custom LLM); we provide 46 financial modules with real-time data from institutional providers
- ΩAGENT: Complete turnkey solution with Claude Enterprise reasoning included via simple API calls

## Company Overview

ΩSUITE (Omega Suite) is a B2B SaaS / API Platform in the Financial Technology industry, targeting Wealth Management Platforms. Currently in Early Access with 28 partners confirmed.

- Website: https://osuite.finance
- Email: hello@osuite.finance
- Location: 1209 N Orange St, Wilmington, DE 19801, USA

## How do I choose between ΩSUITE MCP and ΩAGENT?

Choose ΩSUITE MCP if you already have AI infrastructure (Claude Desktop, custom LLM) and want full control over prompts and reasoning. You pay only for data calls (EUR 0.05-0.50 per call).

Choose ΩAGENT if you want turnkey financial intelligence without managing AI. We handle all reasoning with Claude Enterprise—you just call our REST API and receive actionable insights. 90% of queries respond in under 1 millisecond.

## How do I integrate ΩSUITE MCP?

ΩSUITE MCP uses Model Context Protocol, an open standard by Anthropic for AI-to-data connectivity. Integration steps:

1. Request MCP server credentials from hello@osuite.finance
2. Configure the MCP server in your Claude Desktop settings or LLM configuration
3. Start querying financial data using natural language
4. Typical setup time: 30 minutes

Your AI environment handles all reasoning; ΩSUITE MCP provides institutional-grade financial data and pre-configured quant models including Markowitz portfolio theory, Fama-French factor models, Black-Litterman allocation, and Hierarchical Risk Parity.

## How do I integrate ΩAGENT?

ΩAGENT provides REST API endpoints with Claude Enterprise reasoning built-in. Integration steps:

1. Request API credentials from hello@osuite.finance
2. Call REST endpoints with your financial queries
3. Receive intelligent, actionable responses
4. Typical integration time: a few hours

No AI infrastructure needed on your side. Four specialized agents handle your queries: Market Analysis Agent (real-time data, technical analysis), Risk Management Agent (VaR, CVaR, Monte Carlo), Portfolio Optimization Agent (HRP, MVO, factor models), and Intelligence Agent (predictions, sentiment, signals).

## What data sources does ΩSUITE use?

Both ΩSUITE MCP and ΩAGENT access the same institutional-grade data sources:

- Government sources: Macroeconomic indicators and Federal Reserve data
- Exchanges: Volatility indices and market data
- Institutional data providers: Stock fundamentals, financials, and real-time quotes

## What quant models are available?

ΩSUITE includes 46 financial modules built on 500+ peer-reviewed academic papers:

- Markowitz (1952): Modern Portfolio Theory for mean-variance optimization
- Fama-French (1993): Three-Factor Model for equity returns
- Black-Litterman (1992): Bayesian asset allocation combining views with market equilibrium
- Lopez de Prado (2016): Hierarchical Risk Parity for robust portfolio construction
- Carhart (1997): Momentum factor integration
- Graham and Dodd (1934): Value investing principles

## What is the production infrastructure status?

ΩAGENT runs on production infrastructure hosted on Render.com with 24/7 monitoring (9 specialized servers):

**Core Infrastructure:**
- API Gateway: Live - Unified entry point handling authentication, rate limiting, and load balancing across microservices. OpenAPI 3.0 compliant with automatic service discovery.

**Data & Intelligence:**
- Equity Data Engine: Live - 30+ years of financial history from institutional sources. Statements, ratios, ESG scores, analyst ratings, and real-time quotes for 10,000+ global tickers.
- Market Context Engine: Live - Aggregates earnings calendars, institutional fund flows (13F), economic releases, and sector rotations. Real-time catalyst tracking with smart money signals.
- Economic Regime Detector: Live - Classifies market conditions into regimes (Expansion, Recession, Stagflation, Recovery) using aggregated macro indicators for regime-aware portfolio allocation.

**Analysis & Valuation:**
- Value Backend: Live - Graham-Buffett methodology enhanced with ESG quality metrics and analyst consensus. Calculates intrinsic value, moat scores, and margin of safety.
- Value Investing API: Live - REST API with 11 LLM-friendly endpoints: Graham Number, DCF, Piotroski F-Score, Altman Z-Score, PEG Ratio, Magic Formula. Full OpenAPI 3.0 docs for AI integration.
- Portfolio Optimizer: Live - Markowitz/HRP optimization with ESG filtering and 30+ years backtesting depth. Efficient frontier analysis with sustainable investing constraints.

**Alternative Data:**
- Sentiment Analysis: Live - Multi-source sentiment combining news, social signals, insider trading activity, and institutional ownership changes. Smart money flow detection.
- Blackswan Intelligence: Beta - Advanced tail risk analytics detecting market anomalies. Monitors VIX term structure, credit spreads, and liquidity metrics for early warning signals.

## How does ΩSUITE pricing work?

ΩSUITE MCP (Data and Models): EUR 0.05 to EUR 0.50 per API call depending on complexity. Volume discounts available. No AI costs since you provide your own AI.

ΩAGENT (Complete Solution): Custom pricing that includes AI reasoning costs. Contact hello@osuite.finance for quotes based on your usage patterns.

Enterprise Partnership: Full white-labeling, 24/7 SLA guarantees (99.99% uptime), dedicated infrastructure, custom development. Contact for pricing.

## How does ΩSUITE compare to Bloomberg?

ΩSUITE offers significant advantages for wealth management platforms:

- Annual cost: ΩSUITE ~$1,200 vs Bloomberg $24,000+
- Setup time: ΩSUITE 2 minutes vs Bloomberg 3-6 months
- Interface: ΩSUITE AI-native natural language vs Bloomberg command line
- AI analysis: ΩSUITE Claude Enterprise vs Bloomberg limited GPT integration

## What is the uptime SLA?

Standard customers receive 99.9% uptime guarantee. Enterprise partners receive 99.99% SLA with dedicated infrastructure and priority support response times.

## Can I switch between ΩSUITE MCP and ΩAGENT?

Yes. Many customers start with ΩSUITE MCP to maintain control over AI reasoning, then upgrade to ΩAGENT as their needs grow and they want turnkey simplicity.

## Can I white-label ΩSUITE?

Yes. Enterprise Partnership tier includes full white-labeling capabilities, allowing you to offer ΩSUITE intelligence under your own brand with custom UI/UX.

## Documentation

- [Full Technical Docs](https://osuite.finance/llms-full.txt): This document with complete architecture details
- [Summary for LLMs](https://osuite.finance/llms.txt): Concise overview for quick reference
- [Choose Your Path](https://osuite.finance/#choose): Interactive guide for product selection
- [Demo Video](https://osuite.finance/#demo): See ΩSUITE handling real financial queries

## Integration Resources

- [MCP Architecture](https://osuite.finance/#mcp): Technical details on Model Context Protocol integration
- [ΩAGENT Agents](https://osuite.finance/#agent): Details on the 4 specialized AI agents
- [Pricing Calculator](https://osuite.finance/#pricing): Estimate costs for your usage

## Support

- [FAQ Section](https://osuite.finance/#faq): Answers to common integration questions
- [Join Waitlist](https://osuite.finance/#waitlist): Request early access with partner pricing
- [Email Support](mailto:hello@osuite.finance): Direct technical support

## Optional

- [Homepage](https://osuite.finance): Company overview and latest announcements
- [Infrastructure Status](https://osuite.finance/#infrastructure): Live server status dashboard