Private bankers and financial advisors, at banks, advisory networks or in independent practice. Most work without a quant team. Each portfolio has to match the client's profile and the house model, or your own. Each decision has to be explained to the client.
You give ΩSUITE the client's risk profile and the portfolio. Its deterministic engine computes risk, factor exposure and regime, and shows where the portfolio stands against that profile and the model you follow. Every number comes back with method and source. Your AI drafts rebalance proposals aligned with the profile. You decide. ΩSUITE is currently in private beta.
In a test, a generic AI chat answered the same 1-day VaR question five times and gave five different figures. Each figure came from an assumed volatility. ΩSUITE returned the same figure every time. It computed the figure from market data, with method and source. A number you can reproduce is a number you can defend in a client meeting. Data gaps are flagged, never filled.
The first option is MCP. You add one MCP server, and every module becomes a callable tool in Claude, ChatGPT or Grok. Any MCP-compatible assistant works. The second option is the web app built for private bankers, omega-private-banker.app, in private beta. It runs on the same engine, needs no AI setup and needs no install.
Pre-built analyses include the Portfolio Health Check, Defensive Review and Performance Attribution. The output is a client-ready report. Wealth Auditor audits a portfolio from the client's own statements. It reports true returns, real costs and mandate drift. It abstains when data is insufficient.
ΩSUITE does not run the suitability assessment for you. It gives you numbers to support it. It does not execute orders. It does not give recommendations, solicitations or guarantees of performance. It is not investment advice. The professional decides, and users are solely responsible for their investment decisions. ΩSUITE is not registered as an investment adviser with any regulatory authority. It is available to professional clients in the EU and the US.
Related: Wealth Auditor