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Sentinel AI Services

The intelligence layer for private wealth.

Documentation for the Sentinel AI wealth-management stack. Covers the Sentinel frontend, Studio middleware, capability backends (Nexus, Zen, agentic, knowledge base, LLM orchestrator, integrations, chatbot), and the AWS + Jenkins infrastructure that runs them all.

v6.1 • production · Changelog · Live app →
Pick your path

For Wealth Managers

End-user docs for relationship managers, private offices, and asset management firms. Day-to-day workflows, screens, and product capabilities.

  • Getting started
  • Document intelligence
  • Financial chat
  • Portfolio analytics
  • +3 more
Enter

For Integration Partners

B2B, B2C, and B2B2C engagement models. Embed Sentinel capabilities into your platform, white-label the experience, or onboard a private office.

  • Overview
  • B2B — private office
  • B2C — direct white-label
  • B2B2C — platform partners
  • +3 more
Enter

For Developers

Build against the Sentinel platform. API reference, authentication, SDKs, and contribution guides for engineers extending the stack.

  • Quickstart
  • Authentication
  • API reference
  • SDKs & clients
  • +6 more
Enter
10
Repositories

Frontend, middleware, capabilities, and infrastructure — all open in the central index.

9
Microservices

Each owning one vertical: documents, conversation, agents, integrations, KB, LLM routing.

3
Audience tracks

Wealth Managers, Integration Partners, Developers — distinct doors, shared topic axis.

1
BFF gateway

Studio middleware fronts every backend — unified auth, RBAC, service discovery.

Built for Indian wealth management

Sentinel is not a generic AI tool adapted to finance. It is purpose-built for the Indian wealth management ecosystem — from SEBI-aligned guardrails to native CAS document parsing.

🔐

India Data Residency

All data stored in AWS Mumbai. AES-256 encryption at rest and TLS 1.3 in transit.

📈

Deterministic Analytics

Portfolio calculations use validated formulas — no LLM hallucination in your numbers.

⚖

SEBI-Aligned Guardrails

Every AI response carries disclaimers. No unauthorized advice. Full audit trail.

⚙

Enterprise Multi-Tenancy

Dedicated environments per partner. RBAC, SSO, and tenant isolation by design.

Reference by topic

Cross-audience reference docs maintained by the platform team.

Capabilities

Platform

Services

Infrastructure

Operations

Use Cases

Product

Industry

Core services

Sentinel — Frontend

Next.js 16 App Router, Zustand state, React Query. The single UI surface for the platform.

Studio — BFF Gateway

FastAPI middleware. All API calls route through Studio. Unified auth, RBAC, service discovery.

Nexus — Document Intelligence

10-stage AI pipeline. Extract securities, allocations, account metadata from financial PDFs.

Zen — Financial AI Chat

RAG-powered conversational AI. Web search, guardrails, agent invocation, document Q&A.

Agentic Backend

Autonomous agent graphs and tool use. Workflow orchestration over LLM and capability calls.

LLM Orchestrator

Provider routing across Anthropic / OpenAI. Cost tracking, fallbacks, prompt caching.

Need a tour?

Start with the architecture overview to see how the 10 repos fit together.

Architecture overview →