Case Study: a private wealth management solution achieves smarter asset allocation with SoftServe

Private Wealth Management Solution for choosing optimal asset allocations

SoftServe developed a private wealth management solution for a customer seeking to provide individual investors with more reliable and accessible financial advisory services. The challenge was to move beyond a non-scalable, traditional advisory model and build an automated tool that offers transparent, data-driven asset allocation decisions and forecasts to increase investor confidence.

The solution SoftServe implemented was an AI-powered platform featuring a smart algorithm for stock price prediction and portfolio optimization. This algorithm incorporated historical data, sentiment analysis, and network science to generate three distinct portfolio strategies. The results delivered greater reliability through transparent, real-time data processing and enhanced accessibility via a voice-enabled personal assistant integrated with Amazon Alexa, elevating the entire user experience.