The Reset the Future AI APIs provide a powerful suite of AI-driven solutions designed specifically for Wealth Management firms, financial advisors, investment professionals, autonomous AI agents, and robotics systems. These APIs serve as an intelligent abstraction layer that leverages cutting-edge machine learning, natural language processing, and advanced data analytics to enhance decision-making, automate complex financial workflows, and deliver hyper-personalized experiences—whether accessed by human professionals or next-generation autonomous systems. By transforming sophisticated financial intelligence into accessible, standardized endpoints, the platform enables both traditional financial services and the emerging agent economy to operate with enterprise-grade financial capabilities without requiring deep domain expertise.
https://resetthefuture-main-6c663d7.zuplo.appAPIs designed to analyze client behavior, predict churn risk using advanced machine learning (ML) models and natural language processing (NLP), and generate actionable retention strategies. These tools help financial institutions proactively identify at-risk clients and deploy tailored interventions to improve loyalty and lifetime value.
| POST | /churnfighter |
| POST | /churn |
APIs for the centralized management of client data, profiles, preferences, and interactions. These solutions enable seamless CRUD operations (create, read, update, delete), enrichment of client insights, and integration with other systems to ensure a unified and accurate 360-degree client view.
| POST | /add_client |
| POST | /get_client |
| POST | /ltv |
APIs designed to intelligently match clients with the most suitable financial products based on their profiles, behaviors, and goals. Leveraging ML and recommendation algorithms, these APIs optimize cross-sell opportunities and deliver hyper-personalized proposals to increase conversion rates.
| POST | /match |
APIs that generate customized content, communications, and recommendations tailored to each client's unique profile, preferences, and financial behavior. These APIs enhance user engagement by delivering individualized experiences across channels, from emails to advisory reports.
| POST | /personalize |
APIs that provide advanced semantic search capabilities over structured and unstructured data, enabling users to retrieve relevant information through natural language queries. These solutions improve the discovery of documents, products, clients, and insights with contextual understanding.
| POST | /vectorkit |
APIs that support the creation of dynamic financial plans, cash flow projections, retirement models, and scenario simulations. These APIs empower advisors and platforms to deliver goal-based planning experiences, offering insights into long-term financial health and strategy.
Predicts the likelihood of client churn based on key client metrics and provides actionable retention strategies.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Content-Type
Content type must be application/json
application/json
Age
The client's age in years. Valid range: 18-100.
YearsWithAdvisor
The number of years the client has been with their advisor. Valid range: 0-50.
AUM
Assets under management in millions of currency units (e.g., 3 = $3,000,000). Divide the actual AUM by 1,000,000.
CommunicationFrequency
The frequency of client-advisor communications per year. Valid range: 0-30.
NumComplaints
The total number of complaints recorded for the client. Valid range: 0-100.
SatisfactionScore
Client satisfaction level on a scale of 1-10, where 1 is very dissatisfied and 10 is very satisfied.
PortfolioReturn
The annualized return on the client's portfolio, expressed as a decimal (e.g., 0.1 = 10%).
DaysSinceLastInteraction
The number of days since the last client-advisor interaction. Valid range: 0-1000.
RiskTolerance
The client's risk tolerance level.
Low
Medium
High
1
{
"Age": [
37
],
"YearsWithAdvisor": [
3
],
"AUM": [
3
],
"CommunicationFrequency": [
1
],
"NumComplaints": [
10
],
"SatisfactionScore": [
2
],
"PortfolioReturn": [
0.1
],
"DaysSinceLastInteraction": [
105
],
"RiskTolerance": [
"Medium"
]
}Fast churn prediction API that analyzes behavioral patterns and provides probability estimates.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Content-Type
Content type must be application/json
application/json
Age
The client's age in years. Valid range: 18-100.
YearsWithAdvisor
The number of years the client has been with their advisor. Valid range: 0-50.
AUM
Assets under management in millions of currency units (e.g., 3 = $3,000,000). Divide the actual AUM by 1,000,000.
CommunicationFrequency
The frequency of client-advisor communications per year. Valid range: 0-30.
NumComplaints
The total number of complaints recorded for the client. Valid range: 0-100.
SatisfactionScore
Client satisfaction level on a scale of 1-10, where 1 is very dissatisfied and 10 is very satisfied.
PortfolioReturn
The annualized return on the client's portfolio, expressed as a decimal (e.g., 0.1 = 10%).
DaysSinceLastInteraction
The number of days since the last client-advisor interaction. Valid range: 0-1000.
RiskTolerance
The client's risk tolerance level.
Low
Medium
High
1
{
"Age": [
37
],
"YearsWithAdvisor": [
3
],
"AUM": [
3
],
"CommunicationFrequency": [
1
],
"NumComplaints": [
10
],
"SatisfactionScore": [
2
],
"PortfolioReturn": [
0.1
],
"DaysSinceLastInteraction": [
105
],
"RiskTolerance": [
"Medium"
]
}Creates a new client profile with vectorized data for advanced matching and analysis.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
risk_profile
Client's risk tolerance level (e.g., Conservador, Moderado, Agressivo).
previous_transactions
Summary of recent financial activities and transaction history.
financial_goals
Client's financial objectives and targets.
income
Client's monthly or annual income level with currency.
assets
Total value of client's assets with currency notation.
notes
Additional client information, preferences, or context.
namespace
Organizational context identifier for multi-tenant environments.
id
Unique client identifier within the system.
name
Client's full name.
age
Client's age in years.
1
{
"risk_profile": "Moderado",
"previous_transactions": "Debentures de R$ 500.000 nos últimos 6 meses",
"financial_goals": "Aumentar patrimônio em 20% nos próximos 5 anos",
"income": "R$ 30.000",
"assets": "R$ 1.800.000",
"notes": "Busca por diversificação com produtos de renda fixa.",
"namespace": "Company Name",
"id": "124",
"name": "John Doe",
"age": 33
}Retrieves comprehensive client information including financial profile and preferences.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
client_id
The unique identifier for the client you want to retrieve.
namespace
The organizational namespace where the client is stored.
1
{
"client_id": "124",
"namespace": "Company Name"
}Calculates the projected Lifetime Value (LTV) of a client using advanced financial modeling.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Content-Type
Content type must be application/json
application/json
AUM_inicial
Initial assets under management in currency units (e.g., 5000000 = $5,000,000).
sigma
Volatility parameter (annual standard deviation) as a decimal (e.g., 0.08 = 8%).
interacoes_anuais
Number of client-advisor interactions per year.
perfil_risco
Client risk profile on a scale of 1-3 (1=conservative, 2=moderate, 3=aggressive).
fee
Annual management fee percentage as a decimal (e.g., 0.01 = 1%).
mu
Expected annual rate of return as a decimal (e.g., 0.05 = 5%).
receitas_spot
1
{
"AUM_inicial": 5000000,
"sigma": 0.08,
"interacoes_anuais": 25,
"perfil_risco": 3,
"fee": 0.01,
"mu": 0.05,
"receitas_spot": {
"banking": 20000,
"seguros": 5000,
"cambio": 3000
}
}Intelligently matches financial products to a specific client based on their profile and needs.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
client_id
The unique identifier for the client to match products to.
namespace
The organizational namespace for context.
1
{
"client_id": "1234",
"namespace": "Company Name"
}Creates customized message content optimized for specific audiences and communication channels.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
base_text
The core message content to be personalized.
tone
Desired emotional tone (e.g., enthusiastic, conservative, reassuring, professional).
personality
Personality style for the message (e.g., friendly, authoritative, analytical).
age
Target age range for audience optimization.
personal_notes
Custom notes or specific requirements for the message.
message_length
Desired message length (e.g., short, medium, long).
use_case
Communication channel or context (e.g., email, report, presentation, SMS).
sender
Name of the sending organization or individual.
1
{
"base_text": "Our fixed income product offers stable returns.",
"tone": "enthusiastic",
"personality": "friendly",
"age": "30-40",
"personal_notes": "Looking for a modern and fresh tone.",
"message_length": "medium",
"use_case": "email",
"sender": "Your Company Name"
}Performs semantic search across client profiles using natural language queries.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
search_term
Natural language query describing the clients you want to find.
namespace
The organizational namespace to search within.
1
{
"search_term": "Clients who like sports and stocks.",
"namespace": "Company Name"
}NeoPlanner AI is an advanced financial planning API that leverages geometric Brownian motion stochastic modeling, machine learning algorithms, and natural language processing to deliver comprehensive personalized financial strategies tailored to the Brazilian market. The system integrates sophisticated Monte Carlo simulations (running up to 1,000 portfolio projections), dynamic cash flow modeling with age-specific adjustments, behavioral finance analytics to identify cognitive biases, personalized expense optimization using demographic benchmarking, and life-event prediction algorithms to create holistic financial plans. Its powerful features include retirement planning with probabilistic success metrics, tax optimization incorporating Brazilian IRPF and INSS regulations, custom asset allocation with risk-adjusted models, comprehensive debt management using avalanche/snowball methodologies, healthcare cost projections with longevity analysis, social security benefit integration with optimal claiming strategies, estate planning with succession modeling, insurance needs analysis, behavioral finance coaching, and multi-goal planning optimization—all accessible through a RESTful API architecture with secure authentication, efficient computational methods, and comprehensive error handling. The system enhances its numerical analysis with GPT-based natural language processing to generate personalized reports and recommendations, transforming complex financial calculations into clear, actionable guidance for financial advisors, fintech platforms, and financial institutions serving Brazilian clients.Creates a comprehensive financial plan covering retirement, tax optimization, estate planning, and more.
Authorization
The Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
user
expected_life
Expected lifespan in years.
minimum_final_balance
Minimum desired end-of-life balance.
economic_scenario
Economic scenario for simulations.
Base
Alta Inflação
Recessão
Crescimento Acelerado
1
{
"user": {
"name": "João Silva",
"age": 40,
"income": 150000,
"expenses": 60000,
"net_worth": 200000,
"risk_profile": "moderado",
"dependents": 2,
"tax_declaration_type": "completa",
"retirement_age": 65,
"location": "urban"
},
"expected_life": 95,
"minimum_final_balance": 100000,
"economic_scenario": "Base"
}