UNEQA AI - Autonomous Investment Intelligence

AI-Driven Structured Investment Plans at Scale.

UNEQA AI is a fully autonomous investment planning agent developed by Lualdi Advisors. Designed to function with the precision and discipline of a professional investment desk, UNEQA AI generates tailored portfolio strategies for wealth managers, private banks, financial advisors, and sophisticated individual investors, entirely from structured input.

At its core, UNEQA AI interprets an investor’s profile (including horizon, capital, goals, and risk) and outputs complete investment plans, formatted, rationalized, and ready for execution or advisory use. It handles asset class allocation, cross-regional exposure, and risk positioning with consistent logic, while maintaining flexibility to support a wide range of client types, from private banking clients to long-term retail investors.

Unlike traditional tools, UNEQA is not a dashboard or a reporting layer. It is an autonomous system that reasons, allocates, and adapts. Its modular architecture allows integration with CRM systems, trading infrastructure, and advisory workflows. Outputs can be consumed via PDF reports or machine-readable formats (JSON, API), enabling seamless embedding in high-touch or fully digital environments.

UNEQA AI is offered as a fully transferable intellectual asset. The underlying system, including its orchestration logic, input/output schema, model tuning parameters, and end-to-end deployment structure, is available for exclusive acquisition. The domain uneqa.com, associated branding, and supporting documentation are also included in the offering.