Home
Celestice
CELESTICE™
Beyond Alpha

    • Celestice Overview

      Discover AI native wealth management

    • Features

      Learn about our agentic product innovations

    • Technology

      Deep dive into state-of-the-art product design

    What's New

    What's New

    • Family offices, HNW Investors

      Wealth Management

    • Advisors/Planners

      Investment Advisors (RIA/CFP)

    • Asset Management

      Sovereign wealth funds, ETF, Pension & Insurance funds

    • Banks, Institutional

      Embedded wealth management

    • Blog

      Recent news & insights

    • Security & Trust

      Security, Privacy & Compliance

    • User Guide

      Comprehensive user documentation

    • Developer Guide

      Comprehensive developer documentation

    • Subscribe

      View plans and pricing

    • Login

      Access your Celestice account

  • Contact
Home
Celestice

Menu

    • About Us
    • Features
    • Technology
    • Family Offices
    • Advisors/Planners
    • Asset Management
    • Institutions
    • Blog
    • Security & Trust
    • User Guide
    • Developer Guide
    • Subscribe
    • Login

Recent news & insights

The latest news and insights shaping our journey forward, from product innovations to technology and market knowhow

Enterprise SSO for Financial AI: From Assertion to Authority
CELESTICE
Security, Privacy & ComplianceCelestice Research August 24, 2026

Enterprise SSO for Financial AI: From Assertion to Authority

How Celestice federates sign-in to the identity provider a firm already governs—connections and DNS-verified domains, OIDC assertion validation, and the provisioning rules that decide what a validated identity is actually entitled to.

Compliance Readiness: Controls, Evidence, and Continuous Assurance
CELESTICE
Security, Privacy & ComplianceCelestice Research August 17, 2026

Compliance Readiness: Controls, Evidence, and Continuous Assurance

How Celestice builds continuous assurance through implemented controls, repeatable tests, scan evidence, scoped deployment identity, reviewable operating records, audit attribution, normalized security event export, and retention under deletion.

Threat Modeling AI Agents with OWASP and MITRE ATLAS
CELESTICE
Security, Privacy & ComplianceCelestice Research August 10, 2026

Threat Modeling AI Agents with OWASP and MITRE ATLAS

How Celestice turns prompt injection, excessive agency, data leakage, memory poisoning, federated identity takeover, and approval bypass into testable agent-security scenarios—with direction testing and paired corpora as verification disciplines.

Privacy by Design: Pseudonymization for Financial AI
CELESTICE
Security, Privacy & ComplianceCelestice Research August 3, 2026

Privacy by Design: Pseudonymization for Financial AI

A technical look at how Celestice reduces direct-identifier exposure before and after shared agent, evaluation, summarization, and memory model calls—and how deletion coexists with audit.

Security for Financial AI: Controls, Boundaries, and Evidence
CELESTICE
Security, Privacy & ComplianceCelestice Research July 27, 2026

Security for Financial AI: Controls, Boundaries, and Evidence

How Celestice protects financial-AI workflows with federated identity, tenant isolation, workload scoping, data minimization, governed agents, secure delivery, and evidence-backed engineering controls.

AI Risk Intelligence: Portfolio Risk Signals With Evidence
CELESTICE
Risk & StressCelestice Research July 20, 2026

AI Risk Intelligence: Portfolio Risk Signals With Evidence

How institutions turn fragmented market, portfolio, and exposure data into timely, explainable risk intelligence with evidence attached to every signal.

Portfolio Optimization at Scale: Why It Is an Operating Problem
CELESTICE
Optimization EngineCelestice Research July 13, 2026

Portfolio Optimization at Scale: Why It Is an Operating Problem

Why optimizing many portfolios requires tax lots, drift monitoring, restrictions, data quality, account-level precision, approvals, and execution workflows.

AI Wealth Management: Governed Autonomy at Scale
CELESTICE
AI & AutonomyCelestice Research July 6, 2026

AI Wealth Management: Governed Autonomy at Scale

How AI wealth management can scale portfolio work with entitlements, pre-trade checks, risk-tiered approvals, evidence, and human control.

Recent Posts

  • Enterprise SSO for Financial AI: From Assertion to Authority
    Security, Privacy & Compliance · August 24, 2026Enterprise SSO for Financial AI: From Assertion to Authority
  • Compliance Readiness: Controls, Evidence, and Continuous Assurance
    Security, Privacy & Compliance · August 17, 2026Compliance Readiness: Controls, Evidence, and Continuous Assurance
  • Threat Modeling AI Agents with OWASP and MITRE ATLAS
    Security, Privacy & Compliance · August 10, 2026Threat Modeling AI Agents with OWASP and MITRE ATLAS
  • Privacy by Design: Pseudonymization for Financial AI
    Security, Privacy & Compliance · August 3, 2026Privacy by Design: Pseudonymization for Financial AI
  • Security for Financial AI: Controls, Boundaries, and Evidence
    Security, Privacy & Compliance · July 27, 2026Security for Financial AI: Controls, Boundaries, and Evidence

Categories

    • Portfolio Optimization at Scale: Why It Is an Operating Problem
    • How to Choose and Govern Portfolio Optimization Methods
    • Multi-Period Portfolio Optimization and Execution Costs
    • Robust Portfolio Optimization and Stress-Aware Methods
    • Tax-Aware Portfolio Optimization and Long-Short Investing
    • Portfolio Constraints: Turnover, Tax, Liquidity, Exposure
    • Covariance Matrix and Factor Models in Portfolio Optimization
    • Black-Litterman Portfolio Optimization Explained
    • Hierarchical Risk Parity and Clustering Methods
    • Risk Parity and Risk Budgeting Explained
    • Drawdown Risk in Portfolio Optimization
    • Tail-Risk Portfolio Optimization: CVaR, EVaR, Regret
    • Portfolio Optimization Methods: How to Choose the Right Model
    • AI Wealth Management: Governed Autonomy at Scale
    • What Is Governed Autonomy in Wealth Management?
    • Proactive Financial Planning Alerts: What Matters Next
    • Durable AI Workflows for Wealth Management
    • Specialist AI Agents for Wealth Management
    • Multi-Agent AI in Wealth Management: How Specialist Agents Collaborate
    • AI Agent Sandboxing: Capability-Based Security for Finance
    • AI Agent Memory for Wealth Management: What to Store
    • AI Financial Research Chat: Cited, Grounded Answers
    • AI Financial Advice Needs Citations: How Grounded Answers Work
    • Connected Accounts in Wealth Management: Data Quality First
    • Enterprise SSO for Financial AI: From Assertion to Authority
    • Compliance Readiness: Controls, Evidence, and Continuous Assurance
    • Threat Modeling AI Agents with OWASP and MITRE ATLAS
    • Privacy by Design: Pseudonymization for Financial AI
    • Security for Financial AI: Controls, Boundaries, and Evidence
    • Financial Advisor Proposal Generation: From Prospect to Client
    • Client Reporting for Advisors: Why Traceable Source State Matters
    • Portfolio Performance Attribution: TWR, MWR, and Brinson Explained
    • Investment Policy Statement: Portfolio Guardrails
    • AI Risk Intelligence: Portfolio Risk Signals With Evidence
    • What-If Scenario Planning for Wealth Decisions
    • Portfolio Stress Testing: What Breaks, Why, and What to Do
    • Portfolio Risk Analysis: VaR, CVaR, Factors, and Drawdown Explained
    • Factor Investing and Signal Fusion: Combining Alpha Signals
    • Fixed Income Analytics: Duration, Convexity, Spreads
    • How to Analyze a Stock: Valuation, Quality, Risks
    • Monte Carlo Retirement Simulation: How to Read Probability of Success
    • How Much Do I Need to Retire? Build a Retirement Income Plan
    • Goals-Based Wealth Planning: How to Fund What Actually Matters
    • Portfolio Optimization Methods: MVO, CVaR, Risk Parity
    • Portfolio Rebalancing Strategy: When and How to Rebalance
    • Model Portfolio Construction for Advisors
    • Real Assets Investing: Real Estate, Infrastructure, Farmland
    • Private Equity Metrics: MOIC, Vintage Year, and Secondaries
    • Private Markets 101: Capital Calls, J-Curve, IRR, TVPI, and Fees
    • Estate Planning, Trusts, and Liquidity: A Legacy Planning Guide
    • Should You Do a Roth Conversion? A Tax-Smart Planning Framework
    • Direct Indexing & Tax-Loss Harvesting: How It Works
    • Trade Execution Quality: TCA, Settlement, Reconciliation
cta-bg.png

Take charge of your financial life!

The new code for old wealth.

Sign upLearn more
Decorative gradient background
CELESTICE™Beyond Alpha

Product

  • Overview
  • Features
  • Technology
  • Pricing

Solutions

  • Investors
  • Advisors/Planners
  • Asset Managers
  • Institutions

Resources

  • Blog
  • Security
  • Contact

Social

  • YouTube
  • X
  • Reddit
  • Instagram

© 2026 Celestice Inc All rights reserved.

All systems operational
  • Privacy
  • Terms