Build an Investment platform with Robo-Advisors

THE CHALLENGE

Our client wanted to design an investment platform with robo-advisors that provide automated, algorithm-based portfolio management for users
Their vision was to offer personalized investment recommendations based on users’ risk profiles, financial goals, and investment horizons
The client also realized that this solution would help automate time-consuming tasks such as portfolio rebalancing, tax-loss harvesting, and reporting. In this case, the platform could be more cost-effective than traditional financial advisors, not to mention their scalability accommodating a growing client base

Our development team helped build an automated investment platform that uses algorithms to manage investment portfolios
It was mainly powered by artificial intelligence and machine learning, training many models over time

How did it work?

The investor provides necessary data (investment goals, the risks they are comfortable with, and other relevant information)
The algorithm creates a personalized investment portfolio that’s designed to meet the investors’ specific needs based on the data they previously provided
The model gets trained overtime, it keeps an eye on the investments and makes adjustments as necessary to maintain the desired level of risk and return

THE CHALLENGE
- Our client wanted to design an investment platform with robo-advisors that provide automated, algorithm-based portfolio management for users
- Their vision was to offer personalized investment recommendations based on users’ risk profiles, financial goals, and investment horizons
- The client also realized that this solution would help automate time-consuming tasks such as portfolio rebalancing, tax-loss harvesting, and reporting. In this case, the platform could be more cost-effective than traditional financial advisors, not to mention their scalability accommodating a growing client base
THE SOLUTION & IMPACT
- - Our development team helped build an automated investment platform that uses algorithms to manage investment portfolios
    It was mainly powered by artificial intelligence and machine learning, training many models over time
    How did it work?
    The investor provides necessary data (investment goals, the risks they are comfortable with, and other relevant information)
    The algorithm creates a personalized investment portfolio that’s designed to meet the investors’ specific needs based on the data they previously provided
    The model gets trained overtime, it keeps an eye on the investments and makes adjustments as necessary to maintain the desired level of risk and return