New domain: financial advisory platform development
Fintuity was looking for an experienced long-term technological partner to create a flexible hybrid advisory platform that leverages machine learning and human expertise. HES engineers were tasked with implementing an end-to-end system: from web design and a client portal to the core logic and back-office architecture.
Using HES Core modules for automation
The delivered solution is a single machine learning-based platform that analyzes data in real-time and automatically creates investment plans. The platform is built on the basis of the HES Core Lending Engine: some of the modules were re-used, some of them were built from scratch.
More routine becomes automated
Return on investment
Customized and optimized ML-based advisory platform ready for market challenges
The solution is based on modular architecture and comprises the following elements:
Roles and permissions for managing system users (IFAs, system administrators, assistants, support specialists)
Advanced system configuration including security and calculator base settings, KYC profiles
Template-based document generation
In detail information about clients and service providers (IFAs)
Investment plan generation according to the goals of a client
Based on machine learning algorithms, the solution allows each client to assume an appropriate level of risk and ensures that they do not pay excessive fees.
The project outcome is a comprehensive and personalised advisory platform in finance and investment that reviews clients’ financial arrangements, provides automated process management tools and algorithms for faster operations, elimination of human errors, and higher business effectiveness.