Technical Platform Overview
Technical Platform Overview
HNTR AI is a full-stack recruiting intelligence platform purpose-built for the wealth management industry. The system combines proprietary behavioral scoring algorithms, a multi-model AI pipeline, and enterprise-grade Azure infrastructure to help broker-dealers and RIAs identify, engage, and convert top financial advisors.
Built by a 20-year national recruiting veteran, the platform translates decades of field experience into software — replacing intuition with data-driven intelligence at every stage of the recruiting lifecycle.
The platform is built on modern, production-grade technologies selected for scalability, security, and developer velocity.
| Layer | Technology | Details |
|---|---|---|
| Framework | Next.js 14 (App Router) | React 18, TypeScript 5, server-side rendering with standalone Docker output |
| Database | PostgreSQL + Prisma 7 | Azure Flexible Server D4ds_v5 (16GB), 44 data models, 1,463-line schema |
| Caching | Azure Redis Cache | Session management, API response caching, rate limiting |
| AI / LLM | Azure OpenAI (4 models) | Fine-tuned Cognitive OS, GPT-4o, GPT-4o-mini, text-embedding-3-large |
| Search | Azure AI Search S1 | Full-text and semantic vector search across advisors and intelligence |
| Storage | Azure Blob Storage | Document management, firm files, model artifacts |
| Auth | NextAuth v5 (multi-provider) | Microsoft Entra ID, Google, Apple, Email+Password, SAML SSO, Passkeys |
| Styling | Tailwind CSS 3.4 | Utility-first CSS with custom design system |
| Monitoring | Sentry + App Insights | Error tracking, performance monitoring, usage analytics |
| Payments | Stripe | Subscription billing, metered usage, multi-tier pricing |
| Communications | Twilio + Resend | SMS, voice, transactional email delivery |
| Enrichment | Apollo + FINRA + SEC | Contact data, regulatory filings, BrokerCheck integration |
The platform follows a five-layer architecture deployed on Microsoft Azure, with full redundancy and failover across critical services.
At the core of the platform is the Cognitive OS — a proprietary AI engine that models the psychological dynamics of advisor recruiting conversations. Unlike generic LLM wrappers, Cognitive OS applies domain-specific behavioral science to every AI-generated output.
Every AI generation passes through a multi-stage pipeline designed to ensure quality, relevance, and brand safety:
| Gate | Metric | Threshold | Purpose |
|---|---|---|---|
| Contamination | 0 — 100 | ≤ 5 | Ensures output doesn't leak training data or competitor language |
| Framework | 0 — 100 | ≥ 70 | Validates alignment with the recruiting communication framework |
| Red Team | 11 tests | All pass | Checks brand voice, structure, channel fit, length, and tone |
| Cognitive | 0 — 24 | ≥ 18 | Scores psychological accuracy of the generated message |
The system maintains a three-tier failover chain ensuring 99.9% uptime for AI generation:
| Tier | Model | Role |
|---|---|---|
| Primary | Cognitive OS (Fine-tuned) | Domain-specific recruiting intelligence with proprietary weights |
| Secondary | GPT-4o | High-capability fallback for complex generation tasks |
| Tertiary | GPT-4o-mini | Fast, cost-efficient fallback maintaining core quality |
Four patent-pending scoring engines work independently or together to power the recruiting intelligence layer. Each engine uses weighted multi-factor analysis calibrated by two decades of recruiting experience.
Multi-dimensional advisor-firm compatibility scoring across culture, platform, compensation structure, and geographic alignment. Reduces mis-hires and early attrition.
Breakaway Likelihood Index analyzing production metrics, team dynamics, client complexity, and behavioral signals to predict advisor movement probability.
Pre-outreach intelligence engine monitoring job postings, regulatory events, news coverage, and digital engagement to build passive familiarity before first contact.
Real-time behavioral alerting tracking tenure stability, compensation gaps, firm market signals, and engagement patterns to optimize outreach timing.
Each scoring engine exposes configurable weights allowing firms to calibrate algorithms to their specific recruiting strategy. Default calibrations are based on 20+ years of empirical recruiting data, with per-firm overrides supported at the admin level.
The platform uses a comprehensive relational data model with 44 tables supporting full multi-tenancy, role-based access control, and complete audit logging.
| Domain | Models | Description |
|---|---|---|
| Tenancy | Firm, User, UserSession | Multi-tenant isolation with firm-level configuration, 7-role RBAC |
| Advisors | TenantAdvisor, TenantActivity | Complete advisor profiles with 80+ fields, activity tracking across 8 channels |
| AI Generation | GenerationLog, MarketingDraft | Full audit trail of AI outputs with quality scores and prompt paths |
| Enrichment | EnrichmentLog | Multi-provider data enrichment (Apollo, FINRA, SEC) with cost tracking |
| Intelligence | IntelItem, Notification | Real-time intelligence alerts with AI deduplication and severity classification |
| Workflow | Workflow, WorkflowProgress, FlowRule | 8-stage recruiting methodology with automation triggers and per-advisor tracking |
| Scoring | ScoringConfig, PipelineConfig | Per-firm scoring weights and customizable pipeline stages |
| Enterprise | FirmSSOConfig, Passkey, AuditLog | SAML SSO, WebAuthn, SOC 2-ready audit logging with risk classification |
| Integrations | UserGraphToken, TeamsWebhook | Microsoft 365 sync (Outlook, Teams, Calendar) with encrypted token storage |
| Billing | UsageRecord, FirmFeature | Stripe-powered metered billing with per-firm feature flags |
Each advisor record supports 80+ structured fields including production metrics, AUM, team composition, prior firm history (up to 5 firms with date ranges), licensing data, compliance flags, CRD numbers, and enrichment snapshots from multiple providers. Records are versioned with full change history.
HNTR FLOW is an 8-stage recruiting workflow engine that codifies the relationship-led recruiting methodology into an automated, trackable system with built-in AI assistance at every stage.
Each stage supports configurable triggers and automated actions:
| Trigger Type | Actions Available |
|---|---|
| Stage entry / exit | AI content generation, task creation, team notifications |
| Activity completion | Next-step recommendations, pipeline advancement prompts |
| Milestone reached | Manager alerts, compliance checks, document generation |
| Stall detection | Re-engagement content, escalation alerts, strategy suggestions |
| Score threshold | Priority bumps, outreach triggers, intel deep-dives |
The workflow engine can auto-generate 11 content types: emails, call scripts, LinkedIn messages, voicemail scripts, text messages, meeting agendas, proposal sections, objection responses, internal notes, collateral, and follow-ups — all contextualized to the advisor's current stage and behavioral profile.
The platform exposes 200+ RESTful API endpoints organized into versioned route groups with comprehensive authentication, rate limiting, and validation.
| Route Group | Endpoints | Scope |
|---|---|---|
| Authentication | 25+ | Multi-provider login, 2FA (TOTP), WebAuthn, SAML SSO, password management |
| Advisors (CRUD) | 15+ | Create, read, update, verify, enrich, bulk operations, intel overlay |
| AI Generation | 10+ | Message, playbook, marketing content, sidebar agent, flow automation |
| Enrichment | 8+ | Apollo search/contact, FINRA BrokerCheck, SEC IAPD, credit tracking |
| Intelligence | 10+ | Intel feed, dossier generation, search, firm tracking |
| Workflow / Flow | 20+ | CRUD, progress tracking, rule management, template library, execution logs |
| Integrations | 15+ | Microsoft Graph (Outlook/Teams/Calendar), Slack connectors |
| Admin / Platform | 30+ | Tenant management, user provisioning, feature flags, audit, SCIM |
| Billing | 5+ | Stripe webhooks, usage metering, subscription management |
| Export / Documents | 10+ | CSV/DOCX export, document upload/download, playbook generation |
All endpoints are protected by session-based authentication with JWT tokens, tenant isolation middleware, role-based permission checks, Zod schema validation, and configurable rate limiting. Webhook endpoints use HMAC-SHA256 signature verification.
The platform is designed with a SOC 2-ready security posture, implementing defense in depth across authentication, data protection, infrastructure, and audit logging.
Outlook email sync (bidirectional), Teams webhook notifications, Calendar availability & event creation via Microsoft Graph.
Contact enrichment, people search, organization lookup with credit cost tracking and rate limit management.
Regulatory record verification, employment history, disclosure events, and license validation.
Subscription management, metered usage billing, multi-tier pricing (Starter, Professional, Enterprise).
Configurable webhook endpoints with HMAC-SHA256 signing, retry logic, and delivery tracking.
SCIM 2.0 endpoint for automated user provisioning and deprovisioning from enterprise identity providers.
| Component | Azure SKU | Specification |
|---|---|---|
| Compute | App Service P3v3 | 8 vCPU, 32GB RAM, SSD, auto-scale, staging slots |
| Database | PostgreSQL Flexible D4ds_v5 | 4 vCPU, 16GB RAM, 128GB storage, automated backups |
| Cache | Redis Standard C1 | 1GB, session store, API caching, rate limit counters |
| Search | AI Search S1 | Full-text + semantic vector search, 50GB index capacity |
| CDN / WAF | Front Door Standard | Global edge caching, DDoS protection, WAF rules |
| Containers | Container Registry Basic | Docker image hosting, vulnerability scanning |
| Storage | Blob Storage (Hot) | Documents, model artifacts, exported files |
| Secrets | Key Vault Standard | API keys, connection strings, certificates |
Containerized deployment using Docker multi-stage builds with Node.js 22 Alpine. Images are built with Azure Container Registry, deployed to App Service with staging slot warm-up, and promoted to production via slot swap for zero-downtime releases.
HNTR AI includes a native iOS application built with Capacitor, providing full platform access from iPhone and iPad. The mobile app loads the production web application within a native shell, enabling push notifications, biometric authentication, and offline-capable features while maintaining a single codebase.
HNTR AI, Inc. · Recruiting Intelligence for Wealth Management
Patent Pending · Provisional Application #63/959,467
This document is confidential and intended solely for the recipient.
For inquiries: info@hntrai.com · hntrai.com
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