Client is a global investment management organization listed in NYSE (BEN), with offices in 29 countries and provides investment solutions and services in more than 150. Headquartered in San Mateo, California, the firm offers investment solutions under the Mutual Series, Bissett, Fiduciary Trust and Darby Overseas names. It also manages investment vehicles for individuals, institutions, pension plans, trusts, partnerships, and other clients.

Customer Need

Our client’s expertise on mutual fund investments advisory for wealth management was not available for the community of wealth advisors.

Solutions Provided

Designed and developed Robo Advisory Engine, a set of micro services automating the recommendation of mutual fund portfolios integrating to client’s internal intelligent portfolio generation database using AI and ML.

Benefits / Results

RAE ingests users’ financial goals like target amount, years of investment, risk appetite, investment amount, periodicity of investment etc. and constructs sets of portfolios of mutual funds for the investor to meet the stated criteria of investment.

Created a new service offering to the marketplace – monetizing client’s internal investment advisory expertise leveraging AI to compete effectively with near instantaneous turn-around of portfolio recommendations.

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