Smart Wealth Management System for Robo-Advisory

Abstract

The Smart Wealth Management Platform (SWMP) is an intelligent cloud-based system that aims to provide a unified wealth management service with smart risk-assessment and diversified products for institutional and retail investors in China and Hong Kong. An efficient computational architecture supports high performance data processing for financial analysis, huge amount of calculation for portfolio optimization and simulation, and know your customer (KYC) module based on behavioral finance. Leading market core technologies from big data, AI, financial engineering, and financial real time data analysis are cohesively integrated to form a dynamic platform with excellent user experience to support rationalized investment and deliver specialized consultancy.