Case Study: Leading Investment Advisory Company achieves optimal asset allocation and smarter portfolio decisions with SoftServe

Private wealth management Solution for choosing optimal Asset allocations

Leading Investment Advisory Company partnered with SoftServe to modernize private wealth management as traditional advisor-led investment processes became harder to scale. The customer needed a more reliable, transparent, and convenient way to help individual investors make asset allocation decisions, forecast portfolio dynamics, and quickly access financial holdings.

SoftServe delivered a private wealth management solution with stock price prediction and portfolio optimization capabilities, using historical market data, sentiment analysis, and network science to improve forecasting accuracy. The platform provides optimal, minimum-risk, and highest-return portfolio strategies, plus current portfolio predictions, and includes a voice-enabled assistant integrated with Amazon Alexa Echo Show to streamline the investing journey and broker order placement.