66

PSD2/XS2A/Open Finance aggregation per account/transaction/balance feed da banche EU + UK + CH (FinTS HBCI per DACH). OAuth2 SCA flow gestit

macro DOMINI SINGOLI

safe-deploy

OCR + table extraction + entity recognition da PDF/scansioni/foto via Python sidecar Docling (IBM Research, 97.9% table accuracy + VLM SmolD

valutazione immobiliare per UHNW client portfolio (residenziale + commerciale + terreni)

Specialist agent ValoSwiss per il bot Telegram multi-tenant (@AzFriendBot per AZ tenant, @WsFriendBot per WS). Owner di subscriber managemen

Voice channel multilingual per ValoSwiss: call inbound/outbound via LiveKit + SIP/Twilio, real-time STT (Whisper/Voxtral/Canary), TTS (Carte

morning-briefing v1, morning-briefing v2 (8 sezioni), briefing clickable v2 (rail IT + canonical URLs), warmup cache 03:30 UTC, pre-panic radar, sectors heatmap, panic detection, contentHash + canonicalUrl items, news-hub/resolve

IngestionInbox (Wealth Ingestion Engine UHNWI con fuzzy matching Jaccard + auto-attribuzione mapping), import CSV Objectway (JBFS0506 posizioni + JBFS0508 performance via import-v2

ingestion multi-source macro indicators (FRED/IMF WEO/OECD/World Bank/Eurostat/Alpha Vantage), aggregazione GDP/CPI/PCE/unemployment/PMI/yield curve/credit spread/commodity/FX, rolling refresh giornaliero+mensile, regime detection HMM/clustering, scenario analysis recession probability + hawkish/dovish Fed model

quotazioni Yahoo, asset analysis Gemini+FMP, benchmarks alpha/tracking error, exchange rates, market scanner Polymarket, cache 7gg disco + L1 in-memory, prefetcher giornaliero, ICE commodities

news-hub (12 file: aggregazione, dedup, deepdive, prefetch, classifier, ranker, embedder), news-agency (RSS 19 fonti, cron hourly), ai-news, science-news, aerospace-news, chips-news, datacenter-news, defense-news, anti-consensus, prediction-markets

signals (13 file orchestrator: rules-catalog 741+ regole + context rules 423, signals

Super-esperto Competitive Intelligence wealth & asset management Italia per top management Azimut. Mappa 80+ competitor (banche reti, SGR, p

advisor-copilot-nba (Next Best Action engine, ranking expected uplift × urgency), daily-copilot (cockpit advisor 724 LOC con hero KPI + NBA + anomalies + opportunities + market context, cache 30min), advisor-playbook (sequenze azioni + scoring helper + redaction deep, 2987+494 LOC), meeting-debrief (pipeline CAPTURED→TRANSCRIBED→SUMMARIZED→COMPLETE con Whisper/Gemini live audio + push CRM)

agentic inbox ispirata Cloudflare Agentic Inbox ma self-hosted con IMAP polling 60s (imapflow)

gestione anagrafica clienti, comunicazioni, family group link, status (PROSPECT/CLIENT), demo/anonimizzazione, integrazione persona context

scoring multi-source (MSCI/Sustainalytics/internal), SFDR Article 6/8/9 classification, exclusion screening (controversial weapons, tobacco, fossil fuel), positive impact themes, carbon footprint Scope 1/2/3 SBTi, climate stress test IPCC RCP, engagement tracking proxy voting, TCFD/ISSB disclosures

deal sourcing multi-source, fit scoring vs mandate, term sheet/SPA/SHA review, data room navigation, cap table modeling, exit scenario (IPO/strategic/secondary), fund vintage benchmarking, J-curve Monte Carlo, IRR/MOIC/DPI/TVPI

prospects (lead pipeline draft→enriching→ready→converted, qualification, bootstrap, enrichment Cerved/Catasto/WebSearch/Wikidata/IdentityExtractor, engagement orchestrator, prospect-mentalist), uhnw-cockpit (executive UHNW), fo-cockpit (Principal-first IPS+liquidity+capital calls), portal (dossier 5+ componenti FE pesanti, AI suggestions Vertex Gemini, today-explainer rule-based, voice-briefing TTS)

reports (builder + risk metrics reali da PositionHistory + dashboard), magic-report (auto-generated AI synthesis con dedup cache 24h), document-templates (versioning fattura/contratto/KYC), PDF generation pixel-perfect via Chromium screenshot + fpdf2 (mai page

onboarding multi-jurisdiction CH/EU/UK/US (FINMA AMLA, 5AMLD/6AMLD, POCA, BSA), 17 KYC checkpoint pipeline (vyayasan/kyc-analyst), real-time AML monitoring (checkmarble/marble + jube-home), CDD+EDD UHNW, sanction/PEP screening (World-Check/Dow Jones), SAR draft

detection multi-uso (a) fraud transaction monitoring AML, (b) portfolio holdings outlier (concentrazione, drift IPS), (c) market data anomaly (price spike, volume spike, gap), (d) system metric anomaly (latency, error rate)

auth

compliance module (compliance

VaultDocument repository (metadata-only, storage URL esterno, sharing per userId/branch, retention/reapable lifecycle, access tracking), VaultMessage secure messaging advisor↔client legato a documenti, NextGen Academy ($84T great wealth transfer education + paper portfolio + sub-account training wheel), tax library content (videos/podcasts/case-studies)

family-group (insights, generational risk, AI grouping suggestion), family-proposals (workflow figlio→genitore con magic-link), family-voting (proposte UHNW con quorum/threshold/SUPERMAJORITY/UNANIMOUS/WEIGHTED/QUADRATIC), entity-tree (Trust/Holding/Foundation/SPV multi-jurisdiction), cascata cliente↔advisor↔admin

NDA, advisory agreement, IPS, term sheet, KYC declaration, MIFID II suitability, FATCA/CRS

admin module (15 file: admin

apps/vault-api (envelope encryption KEK+DEK, mTLS, Keychain MBP+Mini), client-redaction (pseudonymForClientId "Cliente A/B/

Esperto brand identity multi-tenant + pagine HTML rich (Chart.js/diagrammi/tabelle) + email template + newsletter Resend. Maintains SSOT cre

DESIGN

macro CONTENT/BRAND

Esperto dell'architettura, convenzioni e operatività del monorepo ValoSwiss (multi-tenant wealth/private banking, NestJS+Next.js, 4 tenant w

persona-packs FE+BE (13 pack MVP), module-registry FE 99KB + BE mirror, PersonaResolverService cache 30s, intersezione (pack

knowledge base personalizzata advisor (28 file), brain items, market pulse + market-pulse-x (cross-section AI insights), market-pulse-enricher (Gemini ticker resolver + macro snapshot + news talk-tracks), OpenBloomberg terminal, scheduler 3 cron (15min Yahoo movers / 30min Polymarket / 06:30 prewarm), provider FMP/Yahoo/AlphaVantage/Finnhub/Coingecko/FRED/Marketaux

podcast-intelligence (cron `0 */3 * * *` single-leader ws), financial-radio, voice-briefing portal, TTS circuit breaker (Kokoro :8880 attivo, Orpheus :5005 disabled), admin-tts

su approvazione

config/ai-routing

Safe browser automation per ValoSwiss: due-diligence scraping, peer benchmark extraction, document download da portali bancari/broker. Stage

Automated PR review via Claude (Sonnet 4.6 default, Opus 4.7 per critical changes). Trigger GitHub Actions su PR open/sync. Output line-by-l

Specialist agent ValoSwiss per il framework di evaluation LLM/agent/RAG (golden set, regression test, eval-driven development) ispirato a co

App Router (96 cartelle route + /api + /api-internal BFF), middleware

Knowledge graph multi-tenant advisor↔client↔family↔asset↔transaction con temporal versioning Graphiti-style su topoteretes/cognee (KG + 30+

Bridge Model Context Protocol per integrare agenti ValoSwiss con l'ecosistema MCP server (filesystem, GitHub, Linear, Slack, Postgres, Brave

Memoria persistente cross-session per agenti ValoSwiss con tier core/recall/archival inspired by mem0ai/mem0 (48k★ universal memory 21 frame

health-watchdog (5min: 9 sezioni PM2/DB schema/API login fake/real-login creds/Web ollama/Ollama tags/build-routing audit/Control Panel V2 endpoints/backup freshness/Postgres pool drain), auth-watchdog (5min, ensure-pilot-credentials

email (Resend), SMS (Twilio Verify), push (OneSignal), chat (Slack/Telegram/WhatsApp), in-app inbox

LLM observability cross-agent self-hosted minimal (no SaaS dipendency in fase prototipale) ispirato a langfuse/langfuse (OpenTelemetry-based

Specialist agent ValoSwiss per strategy reasoning multi-step su task complessi wealth (investment thesis construction, allocation rebalancin

detect failure → analyze logs/diff → propose fix → validate → open PR con human-in-loop gate

estrazione dati numerici da screenshot broker/Bloomberg, (b) UI automation computer-use Anthropic per workflow di scraping visuale, (c) document layout understanding complementare a doc-intelligence per layout complesso multi-colonna, (d) photo evidence per valutazione immobiliare asset in-loco