Overview
cio-advisory is a CIO Advisory Assistant for wealth & asset management, private banking, bancassurance, and brokerage & capital markets. It provides grounded, suitability-checked, decision-support talking points for private-bank relationship managers (RMs), built ports-and-adapters on the Gemini Enterprise Agent Platform and pinned to asia-southeast1 (Singapore) for residency. The standalone profile's house-view store sits at us by default.
The system connects the bank's CIO house views, retrieved from the governed enterprise-knowledge-base knowledge base, to a specific client's portfolio. It produces personalised talking points, each with a suitability verdict (SUITABLE / REVIEW / UNSUITABLE) and citations. Unsuitable points are dropped, never presented as a recommendation. Outputs are suitability-tagged, carry a non-advice disclaimer, and are maker-checker gated; the RM is the human checker and is responsible for any advice given to the client. The sample client/portfolio data shipped is fictional.
It produces an AdvisoryBriefing for one client, including talking points, a portfolio alignment summary, and the mandatory non-advice disclaimer, always requiring human review. TalkingPoint[] links a CIO house-view theme to the client's holdings with suitability assessment and citations. SuitabilityAssessment gives a per-theme verdict against the client's risk profile, objectives, knowledge and concentration, with factors, rationale and citations. The local profile is a working offline stack using SQLite FTS5, a deterministic schema-driven LLM, a heuristic guardrail, regex DLP, and an append-only local audit store. License is Apache-2.0.
Pricing
Free
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Use Cases
- Private-bank relationship managers use cio-advisory to generate grounded, suitability-checked decision-support talking points for clients.
- Relationship managers use cio-advisory to connect the bank's CIO house views to a specific client's portfolio.
- Teams use cio-advisory to produce personalised talking points with suitability verdicts and citations.
- Teams use cio-advisory to drop unsuitable points rather than present them as recommendations.
- Developers use the local profile to run an offline stack with SQLite FTS5 and a deterministic LLM.
- Teams use the platform profile to integrate with agent-guardrail-gateway, enterprise-knowledge-base, agent-registry, model-quality-gate, and agent-observability.
- Teams use cio-advisory to produce an AdvisoryBriefing with talking points, portfolio alignment, and a non-advice disclaimer.
- Teams use cio-advisory to assess suitability per theme against a client's risk profile, objectives, knowledge, and concentration.
Features
AI assistant
Natural language interface
Workflow automation
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