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2022 | OriginalPaper | Buchkapitel

Development of Robo-Advisor System for Personalized Investment and Insurance Portfolio Generation

verfasst von : Serhii Savchenko, Vitaliy Kobets

Erschienen in: ICTERI 2021 Workshops

Verlag: Springer International Publishing

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Abstract

We researched how to use financial technology in the finance industry on the example of robo-advisors; defined the basic functionality of robo-advisor; got the robo-advisors implementation based on analysis of the most popular financial services. We compared their functionality, composed a list of critical features and described the high-level architectural design of a general robo-advisor tool, scope of application of robo-advisors, their key features, and a brief overview of existing solutions. Using Markowitz model, we set up a concept of a robo-advisor application for investors who have different attitudes towards risks. Our goal is to cover the main features of financial robo-advisor and to describe a high-level architecture for such applications. We have defined the main modules that represent the architecture of a typical robo-advisor. We also described different techniques, which could be applied for building a personalized investment and insurance portfolio.

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Titel: Development of Robo-Advisor System for Personalized Investment and Insurance Portfolio Generation
verfasst von: Serhii Savchenko
Vitaliy Kobets
Verlag: Springer International Publishing
Buch: ICTERI 2021 Workshops
Print ISBN: 978-3-031-14840-8

Electronic ISBN: 978-3-031-14841-5

Copyright-Jahr: 2022
DOI: https://doi.org/10.1007/978-3-031-14841-5_14

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