AI Wealth Management Advisor
Delivering bespoke investment advice at scale without losing the personal touch.
A boutique private bank seeking to scale its advisory services.
Portfolio Optimization Engine
Personalized Market Commentary Generator
Risk Tolerance Assessment AI
1
Advisors limited to 50 clients max
2
Generic generic market updates
3
Compliance scrutiny on advice
Enabled
advisors to manage 150+ clients
Increased
assets under management by 20%
100%
compliance audit trail
An AI co-pilot that analyzes market trends against individual client portfolios to suggest rebalancing actions.
PythonLangChainOpenAI APIPostgreSQL
