Wealth management has dramatically expanded both geographically and demographically. Reaching new clients and providing them with the right advice has become more competitive and complex. In this new global reality, developing the right product combination according to each client’s needs has become a vital factor for success.
Robo-advisors have extended the market to many who could previously not afford or access financial advice. By combining financial profiles and risk acceptance, these new technologies select opportunities based on specific needs. LogicPlum can help create the necessary algorithms that can automatically provide personalized portfolios, allowing financial advisors to find opportunities that otherwise would have remained untouched.
LogicPlum can help financial services institutions to quickly develop and test algorithms aimed at optimizing portfolio selection and management, and also capable of discovering new potential clients.