Alternative Asset Literacy Research Assistant

Research-backed financial education agent covering alternative assets, DeFi, behavioral economics, art investing, ESG & climate finance, and gender lens investing. Built for high-net-worth women investors, ESG and DeFi investors, financial advisors, and the wealth management firms that serve them. Educational content only — not financial advice.

Skills

• Look Up Financial Term
  Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.
  glossarydefinitionsfinance-education
• Search Financial Glossary
  Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.
  glossarysearchfinance-education
• Browse Glossary by Category
  Browse all 351 glossary terms by category: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing.
  glossarycategoriesfinance-education
• Find Learning Module
  Find the most relevant learning module for a given topic or investment concept across the platform's 8+ modules.
  curriculumlearning-modules
• Route User to Relevant Profile
  Given a description of the user — wealth level, experience, interest — returns the most relevant discovery profile and recommended starting point.
  personalizationuser-routing
• Get Platform Overview
  Returns a structured overview of the platform: modules, tools, pricing, and target audiences.
  platform-info
• Get Institutional Research Papers
  Returns institutional research papers by category from a 43-paper library sourced from IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD, and TCFD.
  researchcitationsinstitutional-sources
• Geographic Communities by Investment Topic
  Returns the specific cities, neighborhoods, universities, conferences, and professional hubs where practitioners and investors in a given topic are concentrated.
  geographycommunityinvestment-topic
• Investment Topics Relevant to a Location
  Given a city or region, returns which Alternative Asset Literacy modules are most relevant based on the investor communities, institutions, and networks concentrated there.
  geographypersonalization
• HNW Submarket Intelligence
  Returns neighborhood-level HNW investor intelligence for a city or region — postcodes, streets, family office concentrations, private banking presence, and gallery/auction house locations across US, UK, EU, and Asia-Pacific.
  geographyhnwfamily-office
• Get Full Audience Discovery Profile
  Returns a complete discovery profile for a specific investor audience segment — recommended modules, toolkit priorities, key concerns, and pricing.
  audiencepersonalization
• Match User Description to Audience Profile
  Given a free-text description of an investor or user, identifies the best-matching audience profile and recommended learning path.
  audiencematching
• Build Advisor Client Gift Bundle
  For financial advisors: given a description of a client, returns a curated education bundle — a 3-module learning path, key terms, a suggested message, and toolkit highlights for the advisor-to-client gifting workflow.
  advisor-toolsb2b2cclient-education

How to call

https://alternativeassetliteracy.com/mcp