AI Products
Finance LLM & Chatbot
A finance-tuned language model paired with a brand-customizable chat interface, for frontline support, sales, and in-conversation trading, deployed wherever you need it.
The Modulus Finance LLM is a domain-specialized language system wrapped in a fully-customizable chatbot UI. It connects directly to your knowledgebases so it can answer product, account, and support questions accurately, and its rich chat surface can embed videos, charts, and other interactive content right inside the conversation.
Because it is model-agnostic, you choose the engine: a leading hosted model or a self-hosted, open-source one running entirely inside your own infrastructure. Built by Modulus on more than 30 years of fintech expertise, it is multi-asset aware and includes the security controls that AI and agentic workflows demand.
Any Model
Hosted commercial or self-hosted open-source
100%
Customizable UI to match your brand
Cloud / On-Prem
Deploy in your environment or ours
Full Source
Source code plus a developer API
Frontline support that knows your business
Point the assistant at your existing knowledgebases and it becomes an always-on first line of support, resolving product, account, and how-to questions in natural language. Retrieval-augmented generation keeps answers grounded in your own documentation rather than the model's guesswork.
When a conversation needs a human, the assistant hands off cleanly with full context, so your team picks up where the bot left off instead of starting over.
- Connects to your internal knowledgebases
- Retrieval-augmented, grounded answers
- Answers product and account questions
- Assists your sales team in real time
- Context-rich handoff to human agents
- Multi-asset and fintech-tuned responses
A rich, interactive chat surface
This is far more than a text box. The chat UI renders videos, charts, and other interactive components inline, so customers can watch a walkthrough, inspect a price chart, or review a position without ever leaving the conversation.
And because the assistant is wired into your platform, it can act, placing a trading order across stocks, commodities, forex, bonds, or futures, pulling up an account summary, or guiding a prospect through onboarding, all within the same thread.
Yours to brand and control
Every pixel of the interface is customizable to match your look and feel, so the assistant feels like a native part of your product rather than a bolted-on widget. It supports multiple concurrent sessions and logins, per-user preferences, and role-based access control for teams.
Deploy it in your own cloud or fully on-premises. You receive the complete source code and a developer API, so your engineers can extend, integrate, and operate the system independently, no black boxes and no vendor lock-in.
- Fully customizable UI to match your brand
- Multiple sessions and concurrent logins
- Per-user settings and preferences
- Role-based access control
- Cloud or on-premises deployment
- Full source code and developer API
Security built for agentic AI
An assistant that can act on a user's behalf needs guardrails. Modulus bakes in controls designed for AI and agentic workflows, defending against prompt injection, credential theft, tool poisoning, and privilege escalation before they reach your systems.
Drawing on our 30 years securing trading infrastructure, every action the assistant takes is scoped, logged, and bounded by the same role-based permissions your team already relies on.
Capabilities
A finance-specific assistant that supports, sells, and transacts, built to be customized, extended, and deployed entirely under your control.
Model-agnostic core
Run any model you choose, from a leading hosted API to a self-hosted, open-source LLM kept entirely inside your infrastructure.
Knowledgebase grounding
RAG connects the assistant to your documentation and data so answers stay accurate, current, and specific to your business.
Rich inline content
Embed videos, charts, and interactive components directly in the chat so customers get answers without context switching.
In-chat trading
Place orders across stocks, commodities, forex, bonds, and futures, and pull account details without leaving the conversation.
Multi-user & roles
Multiple sessions and logins, per-user settings, and role-based access control make it ready for teams from day one.
Your deployment
Ship it in your cloud or on-premises with full source code and a developer API for limitless extension and integration.
Configuration & deployment
Everything you need to tailor, secure, and run the assistant exactly the way your organization requires.
Experience & UI
- Fully brandable chat interface
- Inline video, charts, and rich media
- Multiple concurrent sessions
- Per-user preferences and settings
- Multi-asset, fintech-tuned responses
- Context-aware human handoff
Platform & integration
- Any commercial or self-hosted model
- Knowledgebase connectors with RAG
- Order placement and account lookups
- REST API and WebSocket interfaces
- Cloud or on-premises deployment
- Full source code and developer API
Security & governance
- Role-based access control
- Prompt-injection defenses
- Credential-theft protection
- Tool-poisoning safeguards
- Privilege-escalation prevention
- Scoped, logged agentic actions
Built on a modern stack
Let's build.
Request an instant meeting or schedule a call with our team to discuss your financial software or hardware project.