智能财富管理系统的机器人咨询

2019 IEEE Conference on Computational Intelligence for Financial Engineering & Economics (CIFEr) Pub Date : 2019-05-01 DOI:10.1109/CIFEr.2019.8759063

Yi Xiang, Zhixi Li, Tsz Ho Lee, Du Tang, Kent Wu, Zhi Bin Lei, Yali Wang

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引用次数: 1

摘要

智能财富管理平台(SWMP)是一个基于云的智能系统，旨在为中国内地和香港的机构和散户投资者提供统一的财富管理服务，包括智能风险评估和多元化产品。高效的计算架构支持用于财务分析的高性能数据处理，用于投资组合优化和模拟的大量计算，以及基于行为金融的了解客户(KYC)模块。整合大数据、人工智能、金融工程、金融实时数据分析等领先市场核心技术，形成具有卓越用户体验的动态平台，支持合理化投资，提供专业化咨询。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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Smart Wealth Management System for Robo-Advisory

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.

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来源期刊

2019 IEEE Conference on Computational Intelligence for Financial Engineering & Economics (CIFEr)

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