Gemini live wealth advisor #2549
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holtskinner
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Dec 16, 2025
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| 1. Fork the repository on GitLab. | ||
| Clone your fork locally: `git clone [email protected]:google-cloud-ce/communities/genai-fsa/northam/expert_requests/ai-wealth-advisor.git` |
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Should this be saying the current repository instead?
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I will remove the file to avoid confusion with the main one
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Description
This React and FastAPI-based demo showcases how to build an immersive, enterprise-grade "AI Wealth Advisor" using the Gemini Live API. It demonstrates a "Thick Server" architecture designed for secure, stateful financial applications where the agent orchestrates tools, data, and UI elements from a secure backend.
Key Features:
Server-Centric Architecture: Unlike client-side demos, this uses a secure backend (FastAPI + Google ADK) to manage state, ensuring business logic and prompts remain protected.
Multimodal Interaction: The assistant streams synchronized events to the client, allowing it to "Speak" naturally while simultaneously rich visual components (Charts, Alerts, Tables) in the React UI.
RAG Integration: The agent can securely "browse" and research a library of financial PDF documents (via Vertex AI Search) to provide grounded investment answers.
Native Audio: Leverages Gemini's native audio capabilities for low-latency (<500ms), expressive voice interactions suitable for real-time conversation.
Session Persistence: User profiles and conversation history are persisted in Firestore, allowing the agent to maintain context across different sessions.
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