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Wealth Broker AI Assistant: How to make your investments smarter?

Artificial intelligence is revolutionizing traditional ways of investing, and Wealth Broker is at the forefront of this transformation.

In the digital age, artificial intelligence (AI) is changing investment methods at an unprecedented rate.

Unlike traditional data analysis tools, AI can not only process structured data (such as financial statements, income statements, etc.), but also efficiently process unstructured data, including press conference audio, images, videos, and social media content.By combining multi-dimensional data such as satellite images, flight and shipping information, AI can open up new paths for quantifying investment, discovering untapped alpha factors, and making investment more forward-looking.

As a leading intelligent wealth management platform, Wealth Broker deeply integrates AI technology into its services. It not only helps users quickly obtain the multi-dimensional information needed for investment, but also provides more intelligent decision support for quantitative investors.


1. AI information analysis: Capturing market opportunities

In the Hong Kong and U.S. stock market, ever-changing market information may directly affect investment decisions.Wealth Broker's AI assistant uses big data analysis and machine learning technology to push massive market information in real time, including:

  • Latest market dynamics and trend forecasts.
  • Mining and analysis of investment hotspots.
  • Risk assessment and avoidance recommendations.

AI technology can also extract key information from news, social media content and audio to provide users with forward-looking market analysis.These functions help investors grasp market changes as soon as possible and make smarter investment decisions, thereby improving investment efficiency.


2. AI investment service: personalized asset allocation solution

Each investor's risk appetite, investment goals and financial situation are different.Traditional investment services are often difficult to meet everyone's needs, but Wealth Broker's AI consultant solves this problem:

  • Risk appetite analysis: Understand your investment style by collecting users 'trading habits and investment goals.
  • Asset allocation recommendations: Recommend the best investment portfolio for you, including stocks, ETFs, funds and other assets.
  • Dynamic adjustment: Optimize asset allocation in real time based on changes in market environment and user needs.

3. AI customer service "lucky": round-the-clock online support

During the investment process, you will always encounter various problems, such as account operations, market data inquiries, etc.Wealth Broker has introduced AI customer service "Fortune" to provide fast and efficient services:

  • 7x24-hour service: You can get timely help anytime and anywhere.
  • Intelligent Q & A: Automatically answer common questions, including market information, transaction processes, etc.
  • Multi-lingual support: Meet the language needs of global investors and make communication barrier-free.

4. AI Secretary: Improving information analysis capabilities

For investors who are concerned about new shares and listed company information, Wealth Broker's AI Secretary is a powerful tool.It can:

  • Automatically display basic information of listed companies, such as financial data, development trends, etc.
  • Quickly generate professional reports to help you analyze new stock research reports.
  • Assist investment research personnel in collecting market information and writing news.

5. New stock research assistant: Seize the listing opportunity

During the new share subscription process, it is crucial to quickly grasp important information.Wealth Broker's IPO research assistant helps users through natural language interaction:

  • Analyze and summarize the core content of the research report.
  • Extract key data to facilitate investors to quickly determine the value of new shares.
  • Provide subscription advice to help you seize the best time to invest in new shares.

This function provides great convenience for investors to participate in the Hong Kong and U.S. stock market, especially quantitative investors who have greater need for high-frequency data integration.


How can AI technology change your investments?

By applying AI technology to multiple aspects such as market information, asset allocation, customer service and information analysis, Wealth Broker has created a comprehensive and intelligent investment platform.Here are three major advantages that AI assistants bring to investors:

  1. Efficient: Save time and obtain real-time market dynamics and multi-dimensional data support.
  2. Accuracy: Personalized investment advice is more suitable for user needs.
  3. Convenience: round-the-clock service supports your investment decisions anytime, anywhere.

Artificial intelligence is revolutionizing traditional ways of investing, and Wealth Broker is at the forefront of this transformation.With the support of AI assistants, you can not only obtain information more efficiently, but also plan investments more accurately, achieve personalized asset allocation, and reduce investment risks.

Want to experience a new experience brought by smart investment?Join Wealth Broker now and use AI assistants to make your investments smarter and more efficient!

Wealth Broker

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