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advisor-workflows

Here are 4 public repositories matching this topic...

jeffreyhill-ai / jeffreyhill-ai

Trusted financial AI, agentic workflows, and senior AI product/platform architecture.

financial-data tool-use financial-ai wealthtech agentic-ai ai-architecture auditability private-markets source-grounding advisor-workflows

Updated Jul 14, 2026

mizcausevic-dev / advisor-outreach-orchestrator

EdTech workflow engine for advisor outreach sequencing, escalation routing, and intervention planning.

python outreach orchestration edtech higher-education fastapi student-success intervention-planning advisor-workflows education-operations

Updated Aug 24, 2026
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agentic-financial-ai-patterns

jeffreyhill-ai / agentic-financial-ai-patterns

Patterns for source-grounded, reviewable, tool-using financial AI systems.

financial-data tool-use financial-ai agentic-ai ai-architecture auditability source-grounding advisor-workflows

Updated Jul 6, 2026

wealthtech-ai-architecture-notes

jeffreyhill-ai / wealthtech-ai-architecture-notes

Architecture notes on provider-aware financial data, advisor workflows, and trusted wealthtech AI.

financial-data financial-ai wealthtech ai-architecture private-markets source-grounding advisor-workflows

Updated Jul 6, 2026

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