ChatGPT + quant finance for wealth management (robo advisor)
Within the constantly evolving industry of wealth management, lies several inefficiencies that fail to meet the needs of the users. WealthWise was proposed as a solution that aims to target those inefficiencies and redefine the wealth management experience through the integration of Large Lang...
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| Other Authors: | |
| Format: | Final Year Project (FYP) |
| Language: | English |
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Nanyang Technological University
2024
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| Online Access: | https://hdl.handle.net/10356/175136 |
| _version_ | 1826110170965475328 |
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| author | Unnikrishnan, Ananya |
| author2 | Ng Wee Keong |
| author_facet | Ng Wee Keong Unnikrishnan, Ananya |
| author_sort | Unnikrishnan, Ananya |
| collection | NTU |
| description | Within the constantly evolving industry of wealth management, lies several inefficiencies that fail
to meet the needs of the users. WealthWise was proposed as a solution that aims to target those
inefficiencies and redefine the wealth management experience through the integration of Large
Language Models (LLMs).
At the heart of WealthWise lies two main robo-advisors, “WealthWiseAdvisor” and
“WealthWiseMentor”, that have been built to provide personalized guidance and educational
support tailored to each user’s unique needs. WealthWiseAdvisor focuses on offering personalized
advice and providing immediate responses to user queries. It has the ability to access real time
financial data and information that allows it to deliver comprehensive analysis and tailored
recommendations, ensuring that users receive advice that align with their financial goals. On the
other hand, WealthWiseMentor delivers one-on-one guidance to users to improve their financial
literacy through customized teaching sessions and quizzes.
Other features on WealthWise include automated portfolio optimization for passive investors, a
Learn Portfolio Construction feature that aims to provide practical learning experience to users as
they build portfolios based on different risk profiles, financial goal tracking, and more.
In essence, WealthWise aims to address the gaps in current wealth management platforms and
transform the wealth management experience by setting a new standard for personalization,
education and user engagement. |
| first_indexed | 2024-10-01T02:30:03Z |
| format | Final Year Project (FYP) |
| id | ntu-10356/175136 |
| institution | Nanyang Technological University |
| language | English |
| last_indexed | 2024-10-01T02:30:03Z |
| publishDate | 2024 |
| publisher | Nanyang Technological University |
| record_format | dspace |
| spelling | ntu-10356/1751362024-04-26T15:40:55Z ChatGPT + quant finance for wealth management (robo advisor) Unnikrishnan, Ananya Ng Wee Keong School of Computer Science and Engineering AWKNG@ntu.edu.sg Computer and Information Science Within the constantly evolving industry of wealth management, lies several inefficiencies that fail to meet the needs of the users. WealthWise was proposed as a solution that aims to target those inefficiencies and redefine the wealth management experience through the integration of Large Language Models (LLMs). At the heart of WealthWise lies two main robo-advisors, “WealthWiseAdvisor” and “WealthWiseMentor”, that have been built to provide personalized guidance and educational support tailored to each user’s unique needs. WealthWiseAdvisor focuses on offering personalized advice and providing immediate responses to user queries. It has the ability to access real time financial data and information that allows it to deliver comprehensive analysis and tailored recommendations, ensuring that users receive advice that align with their financial goals. On the other hand, WealthWiseMentor delivers one-on-one guidance to users to improve their financial literacy through customized teaching sessions and quizzes. Other features on WealthWise include automated portfolio optimization for passive investors, a Learn Portfolio Construction feature that aims to provide practical learning experience to users as they build portfolios based on different risk profiles, financial goal tracking, and more. In essence, WealthWise aims to address the gaps in current wealth management platforms and transform the wealth management experience by setting a new standard for personalization, education and user engagement. Bachelor's degree 2024-04-22T04:01:47Z 2024-04-22T04:01:47Z 2024 Final Year Project (FYP) Unnikrishnan, A. (2024). ChatGPT + quant finance for wealth management (robo advisor). Final Year Project (FYP), Nanyang Technological University, Singapore. https://hdl.handle.net/10356/175136 https://hdl.handle.net/10356/175136 en SCSE23-0204 application/pdf Nanyang Technological University |
| spellingShingle | Computer and Information Science Unnikrishnan, Ananya ChatGPT + quant finance for wealth management (robo advisor) |
| title | ChatGPT + quant finance for wealth management (robo advisor) |
| title_full | ChatGPT + quant finance for wealth management (robo advisor) |
| title_fullStr | ChatGPT + quant finance for wealth management (robo advisor) |
| title_full_unstemmed | ChatGPT + quant finance for wealth management (robo advisor) |
| title_short | ChatGPT + quant finance for wealth management (robo advisor) |
| title_sort | chatgpt quant finance for wealth management robo advisor |
| topic | Computer and Information Science |
| url | https://hdl.handle.net/10356/175136 |
| work_keys_str_mv | AT unnikrishnanananya chatgptquantfinanceforwealthmanagementroboadvisor |