i Smart Technologies Co., Ltd. has developed and announced an AI private banker in collaboration with Slope Manage Co., Ltd. This service combines the financial knowledge and investment philosophy of Slope Manage, which has a wealth of experience in wealth management, with AI to provide advanced personalized investment advice that can propose financial products tailored to the needs of each customer. This service will develop an environment that enables more strategic and efficient asset management for investors from beginners to advanced investors.
Portfolio Diagnosis: Helps you build and adjust your portfolio based on your current asset composition and your investment policy (risk tolerance, investment period, balance of dividends and capital gains, asset goals).
Second Opinion: We provide a unique, neutral evaluation and advice on financial products proposed by securities firms or other advisors.
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Financial literacy support: We provide easy-to-understand answers to questions about investments and asset management to help improve financial literacy.
SOURCE: PRTimes
