> For the complete documentation index, see [llms.txt](https://motif.gitbook.io/motif-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://motif.gitbook.io/motif-docs/getting-started/readme.md).

# Introduction

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.

You operate Motif through three surfaces:

| Surface           | URL                     | Who uses it                                                                |
| ----------------- | ----------------------- | -------------------------------------------------------------------------- |
| **Admin panel**   | `admin.motifapp.ai`     | Your team configures, operates, and monitors everything                    |
| **Portfolio app** | `portfolio.motifapp.ai` | Your customers get 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

[**Products**](/motif-docs/products/products.md) are what Motif offers your customers:

* **Market, asset, and portfolio insights**: grounded reads of the whole market, a single name, or a customer's holdings.
* **Profiling** builds a structured investor profile from questions and conversation. It is the one product that reads the customer instead of the market.
* **Investment proposals** combine insights and profiling into explainable, profile-aligned strategies.
* **Market signals & monitoring** watch markets and portfolios continuously, delivered as alerts and digests.

[**Clarity**](/motif-docs/clarity/clarity.md) is the research engine underneath the insight products. It ingests news, filings, transcripts, and reports, extracts the entities, facts, and causal links between them, and answers questions with citations. Every claim is grounded in evidence.

[**Client portfolios**](/motif-docs/client-portfolios/client-portfolios.md) are the holdings you manage for customers and surface in the white-label portfolio app. [**Orders & trade execution**](/motif-docs/orders-and-trade-execution/orders.md) turns approved proposals into on-chain orders. [**Data management**](/motif-docs/data-management/data-management.md) is the asset universe: equities, tokens, funds, and the articles that feed Clarity. [**Observation deck**](/motif-docs/observation-deck/observation-deck.md) is your monitoring: audit logs, usage, system health, and AI cost.

***

## How partners integrate

Most integrations combine three things:

1. **Configure** profiling, monitoring, branding, and data sources in the [admin panel](/motif-docs/settings/organization.md).
2. **Integrate** with the [SDK or REST API](/motif-docs/getting-started/quickstart.md) to create users, run profiling, generate strategies, or call Clarity.
3. **Embed** Clarity directly in a browser with a short-lived [iframe token](/motif-docs/clarity/embed.md), or white-label the [portfolio app](/motif-docs/client-portfolios/client-portfolios.md) under your own domain.

You can start with a single piece, such as embedding a Clarity card or running 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](/motif-docs/getting-started/quickstart.md): create a key and make your first call
* [Authentication](/motif-docs/getting-started/authentication.md): keys, headers, and environments
* [Clarity](/motif-docs/clarity/clarity.md): how the research engine works