Sold by: Pravar AI
Help wealth enterprises increase customer trust through personalized service, enable growth and margin and strengthen governance with AI agents, unified intelligence, and workflow automation.
Overview
Pravar AI OS is an AI intelligence and orchestration platform for financial enterprises seeking to turn fragmented client, portfolio, research, and operational data into governed, actionable intelligence. The platform connects enterprise data, tools, accounts, portfolios, held-away assets, house views, and interaction histories in a queryable environment. Governed AI agents can augment workflows across advisory, investment research, risk, finance, sales, and operations while applying configured permissions, policy controls, PII and NPI redaction, evaluation, logging, guardrails, and audit mechanisms. Advisor capabilities include morning briefs, next-best actions, meeting notes, follow-up tasks, personalized planning, and client communications routed for human review. Research capabilities include document ingestion, financial-model population, earnings analysis, valuation, transcript analysis, risk identification, and report preparation. Multi-agent orchestration combines retrieval-augmented generation, supervisor agents, workflow intelligence, prompt architecture, and specialized models. Pravar AI is intended for wealth managers, asset managers, advisory firms, investment-research teams, relationship managers, financial advisors, analysts, risk and compliance leaders, operations teams, finance offices, and enterprise technology leaders. In one seller-reported India wealth-management engagement, a client expanded equity coverage from fewer than 200 to more than 750 companies, reduced financial ingestion time to 15 minutes, and reported 70-80% less manual work. These results relate only to that engagement, have not been independently verified, are not guaranteed, and may vary based on workflow, data quality, implementation scope, and adoption. Prospective customers can contact Pravar AI to assess priority workflows, data sources, governance requirements, implementation scope, success measures, and an appropriate AWS Marketplace contract or private offer.
Highlights
- Unify client, portfolio, research, interaction, and operational intelligence in one governed AI layer.
- Automate advisor, research, risk, finance, sales, and operations workflows with permissioned and auditable agents.
- Apply AI policy controls, PII and NPI redaction, evaluations, observability, and human approval to regulated workflows.
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/24 months |
|---|---|---|
Enterprise Custom | Agentic AI platform with 5 modules for financial services firm. Please contact seller for pricing | $0.01 |
Dimension | Description | Cost/request |
|---|---|---|
Requests | Additional usage based on requests. Please contact seller for pricing. | $0.01 |
Dimensions summary
This listing uses contract pricing with two dimensions, both priced through the seller. The Enterprise Custom dimension covers the agentic AI platform with five modules built for a financial services firm. The Requests dimension adds usage based on the number of requests processed. You pair the base Enterprise Custom contract with Requests to cover additional usage beyond what your contract includes. Because both dimensions are set on a per-engagement basis, you contact the seller for pricing on each. Cost scales with the request volume your firm generates on top of the base platform contract.
Top-of-mind questions for buyers
Enterprise Custom covers the agentic AI platform for a financial services firm. It runs teams of AI agents across processes like intake and onboarding, research and analysis, relationship management, monitoring and surveillance, and operations. Each agent is configured to your firm's domain, terminology, and rules. Contact the seller for scope and pricing.
The Requests dimension meters usage by the number of requests the platform processes on top of your base contract. A request maps to agent actions the platform executes across your workflows. The seller sets the exact counting method and price per engagement, so contact them to confirm what triggers a billable request.
Enterprise Custom is your base platform contract. Requests bill separately for usage beyond what that contract covers. Both apply together: the base contract stays fixed while Requests scale with the volume your firm generates. Cost rises as request activity grows on top of the base platform.
www.pravarai.com
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Delivery details
Software as a Service (SaaS)
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