AI Fin Assist

High Net-Worth Individuals (HNIs), portfolio managers, and wealth advisors often struggle with fragmented financial data scattered across spreadsheets, scanned documents, PDFs, and various investment platforms. This data fragmentation makes it difficult to get a unified view of portfolio performance or extract meaningful, real-time insights—slowing down decision-making and risk analysis.

To address this, we developed AI Fin Assist—an intelligent financial assistant that consolidates, interprets, and analyzes data from multiple structured and unstructured sources using AI.

At its core is a query router that intelligently prioritizes structured data (like SQL databases), semi-structured content (like PDFs), and real-time web data based on user queries. When a user asks a question such as “Show capital gains from equity over the last quarter,” the system dynamically generates SQL using a natural language-to-SQL transformer, even adapting to complex portfolio structures.

It integrates OCR capabilities to extract and interpret data from scanned PDFs—such as brokerage statements or fund summaries—and scrapes relevant financial websites on-the-fly to augment responses with the latest market or fund performance data.

All unstructured or extracted content is normalized and pushed into structured formats within internal databases, allowing for faster future access and reuse.

AI Fin Assist can:

• Interpret financial documents (tables, images, text)

• Generate SQL queries based on conversational prompts

• Produce insights and visualizations—such as pie charts, bar graphs, and performance summaries—through a unified dashboard

By turning scattered financial data into cohesive insights, AI Fin Assist helps wealth managers and investors stay informed, proactive, and competitive in fast-moving markets.