Risk Profile Portfolio Advisor

Inspiration

Automated Investment Advisor for FSI companies

What it does

The investor fills a small questionnaire to assess his investor risk Profile, enter the actual portfolio weight allocation based on defensive and growth assets. Then the AI will score a risk Profile, will suggest a portfolio allocation, will recommend a rebalancig of the portfolio and finally will say If the client is in compliance with the suggested portfolio allocation or not.

How we built it

From Scratch in party rock

Challenges we ran into

How to add a widget and build from scratch

Accomplishments that we're proud of

What we learned

What's next for Risk Profile Portfolio Advisor

This app shows that Financial companies can optimize customer allocation strategies based on risk Profile and the risk of assets.

Built With

• partyrock