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FinTechCompleted
AI-Powered Wealth Management Platform
This next-generation wealth management platform democratizes professional investment advice using AI and modern portfolio theory to deliver personalized investment strategies, automated rebalancing, tax-loss harvesting, and comprehensive financial planning tools.
Client
WealthWise Investments
Duration
9 months
Team Size
8 developers
Category
FinTech
Technologies Used
ReactPythonDjangoPostgreSQLNumPyPandasAlpaca API
Project Gallery
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The Challenge
Professional wealth management was only accessible to high-net-worth individuals with £100,000+ to invest. Middle-class investors lacked access to personalized investment strategies, tax optimization, and financial planning.
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Our Solution
We created an AI-driven robo-advisor that assesses risk tolerance, goals, and time horizon to build personalized portfolios using modern portfolio theory. The platform automatically rebalances, harvests tax losses, and adjusts strategies based on life changes.
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The Results
- 75,000 investors managing £450M in assets
- Average portfolio returns outperforming benchmarks by 1.8%
- Tax-loss harvesting saving clients avg £1,200 annually
- Management fees 80% lower than traditional advisors
Key Features
AI-powered portfolio construction
Automated rebalancing
Tax-loss harvesting
Goal-based planning
Retirement projections
Socially responsible investing options
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This platform has made professional wealth management accessible to everyday investors. Our clients get sophisticated strategies that were previously only available to the ultra-wealthy.
Amanda Foster
CEO, WealthWise Investments
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