Use CaseFinancial Services / Investment banking and investment services

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)

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Revenue

Revenue - Speed of trading response

Cost

Cost - Job automation

Description

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

Key considerations

Upside3

Linked Case Studies

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Castle Ridge Asset Management

Castle Ridge Asset Management identifies and rebalances portfolio investments among diverse asset classes using machine learning

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Aidiya

Aidyia fully automates hedge fund trading using genetic evolutionary and other algorithms claiming a 2% return

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Uber

Uber assists its drivers to open retirement accounts with the help of a robo-advisory investment firm

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