Portfolio Management

Investment and Trading

Portfolio management is an online wealth management service that uses statistical points of the issue as well as automatized algorithms to optimize the performance of client assets. Customers fill in their financial goals, for example, to save some amount of money during a certain period of time. The robot advisor then assigns current assets to investment variants and opportunities. Portfolio management involves creating and overseeing selected investments that align with the investor’s long-term financial goals and risk tolerance.

Benefits for the company

Portfolio management is important in business as there are factors to consider that affect the success of the project, and thus the organization, as well as unexpected benefits from the investment. Portfolio management minimizes the risks involved in investing and also increases the chance of making profits, algorithms suggest the best and unique investment policy for customer with minimum risks involved.



Type of expertise/ AI domain

Machine Learning/Statistics

Internal data required

Financial Products Historical Data/ Customer Segments/ Market Data

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