top of page

AI Use Case

Automate through a robo-advisor client portfolio investments and rebalancing recommendations based on defined investment strategies

AutomateRobo-advisor recommends portfolio investing and rebalancing decisions based on defined investment strategies (directly augmenting oversight from investment managers)



Cost - Job automation,Revenue - Speed of trading response

Case Studies

Castle Ridge Asset Management~Castle Ridge Asset Management identifies and rebalances portfolio investments among diverse asset classes using machine learning,Aidiya~Aidyia fully automates hedge fund trading using genetic evolutionary and other algorithms claiming a 2% return,Uber~Uber assists its drivers to open retirement accounts with the help of a robo-advisory investment firm

Potential Vendors



Financial Services

Investment Banking And Investment Services

Data Sets

Structured / Semi-structured,Time series

AI Technologies

Machine Learning (ML),Traditional AI,ML Task - Prediction - Regression,Model Architecture - Decision Tree,Product - Chatbots,Product Type - Natural Language Processing (NLP)

bottom of page