AI Robo-Advisor for Investments Development

We design and deploy artificial intelligence systems: from prototype to production-ready solutions. Our team combines expertise in machine learning, data engineering and MLOps to make AI work not in the lab, but in real business.
8+Years of work900+Completed projects100+In house employees19+Partners
Offered services
Showing 1 of 1 servicesAll 1566 services
AI Robo-Advisor for Investments Development
Complex
~2-4 weeks
FAQ
AI Development Areas
AI Solution Development Stages
Latest works
  • image_website-b2b-advance_0.png
    B2B ADVANCE company website development
    1214
  • image_web-applications_feedme_466_0.webp
    Development of a web application for FEEDME
    1161
  • image_websites_belfingroup_462_0.webp
    Website development for BELFINGROUP
    852
  • image_ecommerce_furnoro_435_0.webp
    Development of an online store for the company FURNORO
    1041
  • image_logo-advance_0.png
    B2B Advance company logo design
    561
  • image_crm_enviok_479_0.webp
    Development of a web application for Enviok
    823
Show more works

Implementation of AI Robo-Advisor for Investments

Robo-advisor — automated investment portfolio management system based on client risk profile. Betterment, Wealthfront, Tinkoff Roboinvesting — all use Modern Portfolio Theory (MPT) + ML for rebalancing and personalization. Regulatory requirements make task more complex: need explainable recommendations.

Investor Profiling

Optimized portfolio with correct risk profile at 10+ year horizon: expected return 1.5-2.5% higher than suboptimal. Average AuM cost for robo-advisor: 0.25-0.50% yearly (vs 1-2% for manual management). Regulatory requirements in RF: ISA, NDFL-1, D2, risk profile compliance in transactions.