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.
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
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
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
- +3 more
Reference by topic
Cross-audience reference docs maintained by the platform team.
Capabilities
Services
Infrastructure
Operations
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.