Experience
Web & mobile · Conversational assistant · Dashboards · Alerts · Scenarios
Logical platform architecture
Connected intelligence. Layered trust.
A public view of how MoneyVector turns consent-led financial data into contextual insight, explainable guidance and user-controlled action.
Every layer has a distinct responsibility. Trust, security and operational controls work across the platform rather than sitting at its edge.
Logical architecture · Deployment-neutral public viewFinancial Intelligence
Knowledge graph · Forecasting · Goals · Risk · Liquidity · Wealth recommendations
Agentic Orchestration
Specialized agents · Recommendation orchestration · Explainability · Approval controls
Financial Platform
Ledger · Categorization · Budgets · Portfolio · Liabilities · Family workspace
Data & Integration
Account Aggregator · Statements · Service messages · Financial ecosystem APIs
Trust, Security & Operations
Consent · Encryption · Identity · Audit · Observability · Resilience
End-to-end flows
From permission to purposeful action.
Focused flows make data use, intelligence and human control visible.
Consent to financial view
- 1Purpose explained
- 2Consent granted
- 3Data fetched
- 4Normalized
- 5Unified view
Transaction to insight
- 1Event received
- 2Classified
- 3Context updated
- 4Pattern detected
- 5Insight explained
Question to answer
- 1Question understood
- 2Context retrieved
- 3Reasoning orchestrated
- 4Answer grounded
- 5Evidence shown
Recommendation to action
- 1Opportunity found
- 2Scenario tested
- 3Trade-off explained
- 4User reviews
- 5Action approved
Trust boundary
Human control is an architectural principle.
- Consent is specific, visible and revocable.
- Sensitive data is protected throughout its lifecycle.
- Recommendations carry context and explanation.
- Material actions require explicit user approval.
- Auditability supports accountability and learning.