Introduction
What Motif is, the surfaces you'll use, and how the pieces fit together.
Motif is an AI wealth-advisory platform that financial institutions embed into their own products. It profiles investors, explains markets and portfolios in plain language, generates investment strategies, and grounds every answer in evidence rather than guesswork.
You operate Motif through three surfaces:
Admin panel
admin.motifapp.ai
Your team — configure, operate, and monitor everything
Portfolio app
portfolio.motifapp.ai
Your customers — a white-label portfolio dashboard with Clarity built in
API & SDK
api.motifapp.ai
Your engineers — integrate Motif into your own backend, web, or mobile apps
The building blocks
Clarity is the research engine. It ingests news, filings, transcripts, and reports, extracts the entities, facts, and causal links between them, and answers questions with citations. Clarity powers portfolio commentary, the reporting agent, and an embeddable card + chat you can drop into your own app.
Agents are the AI workflows you configure per organization:
Profiling builds a structured investor profile from questions and conversation.
Investment generates explainable, profile-aligned investment strategies.
Reporting turns market and portfolio data into clear, scheduled reports.
Client portfolios are the holdings you manage for customers and surface in the white-label portfolio app. Orders & trade execution turns approved strategies into on-chain orders. Data management is the asset universe — equities, tokens, funds, and the articles that feed Clarity. Observation deck is your monitoring: audit logs, usage, system health, and AI cost.
How partners integrate
Most integrations combine three things:
Configure profiling, reporting, branding, and data sources in the admin panel.
Integrate with the SDK or REST API — create users, run profiling, generate strategies, or call Clarity.
Embed Clarity directly in a browser with a short-lived iframe token, or white-label the portfolio app under your own domain.
You can start with a single piece — embed a Clarity card, or run profiling — and add the rest over time.
Built for regulated environments
Motif is built for financial institutions. Profiling is explainable and auditable, every mutation is logged, and the platform is designed to support MiFID II suitability, GDPR data handling, and EU AI Act transparency requirements. You define the rules; Motif provides the intelligence and the audit trail.
Next steps
Quickstart — create a key and make your first call
Authentication — keys, headers, and environments
Clarity — how the research engine works
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