Valura AI
Your personal financial companion, ready to analyze your portfolio, share smart recommendations, and answer your questions anytime.
Your personal financial companion, ready to analyze your portfolio, share smart recommendations, and answer your questions anytime.
Built for Wealth, Investing, and Finance
01
Market Intelligence Specialist
Set Valura AI to research markets on your behalf. A team of virtual analysts works sequentially across live financial data, newsfeeds, and policy changes to compile in-depth market research reports. Get a clear view of the landscape before you make your next move.
02
Investment Strategist
Talk to our investment planner to build your financial plan. With your consent, it uses insights from Valura Compass and collaborates with agents in research, product expertise, visualization, and calculation to deliver personalized recommendations and pathways to your goals.
03
Product Expert
Explore Valura’s financial products with a realtime assistant that fetches products according to your specific requirements. From product features and risks to availability, it helps you navigate our catalog with clarity and confidence.
04
Customer Support Assistant
A reliable AI customer support assistant that helps users navigate applications, provides step-by-step troubleshooting, facilitates support ticket creation and tracking, and manages email escalations when needed — all from a single, intelligent platform.
01
Market Intelligence Specialist
Set Valura AI to research markets on your behalf. A team of virtual analysts works sequentially across live financial data, newsfeeds, and policy changes to compile in-depth market research reports. Get a clear view of the landscape before you make your next move.
02
Investment Strategist
Talk to our investment planner to build your financial plan. With your consent, it uses insights from Valura Compass and collaborates with agents in research, product expertise, visualization, and calculation to deliver personalized recommendations and pathways to your goals.
03
Product Expert
Explore Valura's financial products with a realtime assistant that fetches products according to your specific requirements. From product features and risks to availability, it helps you navigate our catalog with clarity and confidence.
04
Customer Support Assistant
A reliable AI customer support assistant that helps users navigate applications, provides step-by-step troubleshooting, facilitates support ticket creation and tracking, and manages email escalations when needed — all from a single, intelligent platform.
All agents operate within self-hosted, user-isolated sessions. Your data is never shared without explicit consent, and every interaction follows specific and limited access controls, ensuring privacy, security, and compliance at every step.
All agents operate within self-hosted, user-isolated sessions. Your data is never shared without explicit consent, and every interaction follows specific and limited access controls, ensuring privacy, security, and compliance at every step.
Each agent is powerful on its own but together, they work in synergy. From planners to analysts, product experts to support assistants, Valura AI agents collaborate to provide end-to-end financial intelligence and guidance tailored to you.
Each agent is powerful on its own but together, they work in synergy. From planners to analysts, product experts to support assistants, Valura AI agents collaborate to provide end-to-end financial intelligence and guidance tailored to you.
Valura AI agents continuously integrate live financial data, market movements, and policy updates while adapting to your unique profile. This combination delivers accurate, timely, and personalized recommendations that evolve with your financial journey
Valura AI agents continuously integrate live financial data, market movements, and policy updates while adapting to your unique profile. This combination delivers accurate, timely, and personalized recommendations that evolve with your financial journey
From market research with the Market Intelligence Specialist to financial planning with the Investment Strategist, exploring products with the Product Expert, Meeting Assistance with the Meeting Analyst and resolving issues with the Customer Support Assistant ,Valura AI agents provide seamless assistance across every stage of your financial journey.
From market research with the Market Intelligence Specialist to financial planning with the Investment Strategist, exploring products with the Product Expert, Meeting Assistance with the Meeting Analyst and resolving issues with the Customer Support Assistant ,Valura AI agents provide seamless assistance across every stage of your financial journey.