A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
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Jul 5, 2026 - Python
A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
AI agent skills + tools for Swiss bureaucracy. 6 skills × 26 cantons × 4 languages.
Architectural frameworks for AI safety auditing, red-teaming methodologies, and Sovereign Sentinel Architecture (SSA) logic gates.
Local-first fiduciary accounting for family successor trustees: principal vs income reconciliation, multi-year periods, printable Schedule A-G report.
AI-powered trust governance platform for trustees and fiduciaries
software to help make documentation easy for guardians, court investigators and court visitors
Web platform developed for Constructora Centenario to centralize fiduciary payment management, automate historical and daily data imports, maintain ownership and fiduciary assignment history, and provide complete traceability through observations, novelties and audit records.
Skills, plugin stack, and MCP configuration for Ethical Capital.
Axiom Trust — independent third-party profile of a public API surface, by API Evangelist. Axiom Trust Company is a vertically integrated trust company and technology platform serving investment advisors, attorneys, trustees, and private families. Founded in 2025 by David Meister and headquartered in Las Vegas, Nevada, Axiom pairs a regulated corpor
Trust administration resources in Spanish
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