AI-Driven Financial Planning Platform - PyligentAI

AI-Driven Financial Planning Platform Powered by ReAct Agents

Next-Generation Financial Planning with AI-Powered Agents An AI-powered, domain-specific solution designed to modernize and automate every layer of financial planning. This application manages the full lifecycle — from client onboarding and data profiling to dynamic investment planning, personalized risk analysis, estate recommendations, and jurisdiction-specific compliance checks. It’s not just RAG — it’s intelligent automation. The platform orchestrates complete financial workflows through agent reasoning, tool integration, and regulatory enforcement, minimizing manual effort while maximizing accuracy, personalization, and trust. It integrates real-time financial data, client-specific attributes (age, income, dependents), and government benefit eligibility (e.g., RRSP/TFSA in Canada, 401(k)/IRA in the US) to produce personalized, regulation-aware strategies. Advisors and clients interact with a built-in AI assistant chat, while the system dynamically decomposes multi-step queries, triggers tools, and retrieves region-specific policy insights using domain-specific ReAct-powered RAG.