Design, build and operate a multi-tenant SaaS for AI-assisted financial research, with document retrieval, cited answers, evaluation, billing and secure deployment.
Duration12 weeks
LevelAdvanced
Modules12
Lessons48
This course walks through building a complete software-as-a-service product for financial research, from scoping to a reviewed launch candidate. You will combine data ingestion, retrieval-augmented generation with source citations, a React research workspace and multi-tenant accounts with usage metering. Strong emphasis is placed on evaluation, guardrails against unsupported claims and responsible disclosure, so the product supports research rather than offering advice.
12 modules · 48 lessons · 12 weeks. Curriculum preview; the final syllabus may change before enrollment opens.
Build a multi-tenant document research assistant that answers questions with citations to source filings
Implement a usage-metered subscription tier with per-tenant limits and audit logs
Create an evaluation harness that scores retrieval relevance and citation faithfulness across prompt versions
Quantzivo certificates are completion credentials issued by Quantzivo, not accredited qualifications. Courses teach technical and research skills; they do not promise investment returns or provide investment advice.
10 weeks10 modulesArchitect AI research agents for finance: tool use, memory, planning, grounded retrieval, evaluation, guardrails and production deployment with full audit logs.
8 weeks8 modulesBuild full-stack financial web apps with a FastAPI backend and a React and TypeScript frontend, from charts and tables to live data updates and deployment.
7 weeks7 modulesTurn financial news, filings and transcripts into structured research signals using text processing, embeddings, transformer models and careful event-time alignment.
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