AI Project
WealthEasy
AI-powered financial intelligence platform that monitors client transactions, detects life events, and generates compliant advisory briefs.
Next.js 14 · TypeScript · Node.js · PostgreSQL · Claude API
GitHub01 / Overview
WealthEasy scales a financial advisor's output roughly 10× over manual review: an end-to-end AI system that monitors client bank transactions, detects life events (new baby, inheritance, home purchase, marriage), and automatically drafts personalised financial planning briefs with the Anthropic Claude API.
Compliance was the hard constraint, not an afterthought. Every brief routes through a mandatory advisor review portal backed by a compliance audit log — a two-checkpoint human-in-the-loop architecture designed strictly around Canadian securities regulations, with Supabase row-level security underneath.
The full system — 12-route REST API, transaction signal monitor, review portal, and audit log — was delivered end-to-end in three days by a team of two.
02 / Demo
03 / Key Features
Life Event Detection Pipeline
Continuously flags key financial activities and converts raw transaction signals into personalised advisory briefs.
Regulatory Compliance
Dual-checkpoint human-in-the-loop workflow guarantees no automated advice is sent before a certified advisor approves.
Full-Stack Implementation
12-route REST API in Express alongside a Next.js 14 client shell, data managed with Supabase PostgreSQL and row-level security.
Shipped Under Pressure
Complete end-to-end system — API, signal monitor, review portal, compliance audit log — built in 3 days as a team of 2, scaling advisor output 10× over manual review.