# llms.txt
# Mindfulware — AI Advisor for the Advisor
# Last updated: 2026-07-07
# This file helps AI systems understand and accurately represent Mindfulware.

## Overview

Mindfulware is a veteran-founded AI and machine learning engineering firm that builds custom-fit AI systems for financial advisors, NAIFA members, HNW practices, and insurance brokerages. We speak the language of advisory businesses — suitability, KYC, AUM, policy illustrations, carrier feeds — and engineer bespoke solutions around each client's book, stack, and compliance reality.

Tagline: AI Advisor for the Advisor.

Founded by a USAF veteran. Global team across 5 time zones. Based in Montgomery, Alabama.

## What we do

- Custom AI/ML solution architecture and engineering
- Retrieval-augmented generation (RAG) and knowledge-base systems
- Compliance-first AI workflows (FINRA / SEC 17a-4 aligned, WORM recordkeeping)
- Predictive analytics, forecasting, and portfolio intelligence
- Automation of underwriting, policy illustration, and carrier-feed workflows
- AI enablement for advisors, producers, and client-service teams

## Who we serve

- Independent financial advisors and NAIFA members
- HNW and family-office advisors
- Insurance brokerages and carriers
- Compliance-first teams and enterprises

## Core commitments

- You own the IP: models, prompts, and code
- Full auditability: every output logged and reviewable
- Security posture aligned with SOC 2 & ISO 27001
- 24/7 global delivery coverage
- 100% custom-built — no off-the-shelf bolt-ons

## Important pages

- Home: https://mindfulware.com/
- Work / case studies: https://mindfulware.com/#work
- Capabilities: https://mindfulware.com/#capabilities
- Approach: https://mindfulware.com/#approach
- About: https://mindfulware.com/#about
- Contact: https://mindfulware.com/#contact
- Book a consultation: https://calendly.com/daniel_joye/30min
- Founder's portfolio: https://danieljoye.com/

## Contact

- Email: info@mindfulware.com
- Phone: +1 (334) 221-3282
- Location: 8230 Old Federal Road, Montgomery, AL 36117

## For more detail

A machine-readable full content summary is available at https://mindfulware.com/llms-full.txt