Where the AI Agent, AI Investment Assistant and the new Alpheya website stand today — what's built, what's live, and what's next. Every screen in this deck is a real, clickable prototype, not a static mockup.
01 AI Agent 02 AI Investment Assistant 03 Alpheya Website
AlpheyaAugust 2026
At a glance
01 · Overview
Where each project stands
One advisor-facing copilot deep in build, one workspace nearly complete, and a new Alpheya website taking shape.
01
AI Agent
Conversational copilot inside the advisor dashboard — natural-language questions answered with structured tool cards, not plain chat.
25+
Use cases covered
4
Iterations
Maturity85%
Live · Advanced prototype
02
AI Investment Assistant
Advisor workspace uniting the book of business, client 360 and an AI canvas builder into one connected surface.
6
Pages built
DS 2.0
Aligned
Maturity80%
In progress · Near final
03
Alpheya Website
Public positioning site — "build your wealth & trading franchise" — five capability pillars aimed at bank buyers.
A conversational copilot embedded in the advisor dashboard. Advisors ask in plain language; the agent answers with structured cards — tables, charts, trade lists, drift bands — inside a right-side drawer that minimises to a chip.
Maturity85%
Built
25+ use cases covered — book & holdings search, news digest, transaction Q&A, create-task, performance (TWR), asset-class drift w/ L2 drill, and more
An advisor workspace that pulls the whole book into one surface — the "My Book" overview, client list, client 360, and an AI canvas builder for assembling insight blocks. Governed by a shared STYLES.md contract aligned to DS 2.0.
Maturity80%
Built
My Book overview — AUM, relationships, YTD net flows, reviews due, morning market wire
Clients list, client 360 profile, AI chat & sign-up flows
My Canvas builder — complete, assembling insight blocks on demand
DS 2.0 type / colour / spacing contract enforced via STYLES.md
The public positioning site — "Build your wealth and trading franchise." Aimed at bank buyers, it frames Alpheya as one AI-native platform spanning the full wealth & trading value chain.