FinTech
Robo-Advisory & Portfolio Intelligence
AI platform for automated financial advisory and intelligent portfolio management. Personalized recommendations based on the investor's risk profile, goals and time horizon. Market sentiment analysis through NLP on news and financial reports, with an LLM-powered conversational assistant for on-demand insights and dynamic reporting.
30 minutes, free, no commitment.
The problem
Personalised financial advisory does not scale: building and keeping a portfolio aligned to risk profile, goals and time horizon takes advisor time, and the same work repeats on every market move. The information that matters — news, reports — arrives faster than anyone can read it.
The solution
A platform that generates personalised recommendations from the investor's profile and keeps them coherent over time, alongside NLP sentiment analysis over financial news and reports. An LLM-powered conversational assistant produces insights and reporting on demand, when they are needed.
Technology stack
- Predictive models for portfolio optimisation
- NLP sentiment analysis over news and reports
- LLM-powered conversational assistant
- Dynamic reporting
What changes
- Portfolio personalisation is no longer limited by advisor time
- Market sentiment is monitored continuously rather than sampled
- Insights are available on demand, without waiting for the periodic report
- Recommendations stay anchored to the declared risk profile, goals and horizon