Innovative Financial

InnoSphere Tech - Wealth
AI 360 System Business Plan

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Data Sources

Major global financial websites, financial institutions, industry reports, social media, government open data, etc.

01.
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Data Types

Stock market data, bond market data, fund data, macroeconomic indicators, corporate financial statements, news, social media sentiment analysis, etc.

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Data Volume

Daily data collection exceeds 10TB, covering market information from over 200 countries and regions worldwide.

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About us

Model Training and Optimization

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Open Source Model

Utilizing the open-source LLaMA3 model as the base model.
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Fine-tuning Data Volume

Over 1PB of historical data used for fine-tuning, covering the past 10 years of market data.
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Model Types

Deep learning models (e.g., LSTM, Transformer), natural language processing models (e.g., BERT), knowledge graph construction, etc.
Finance Strategy

System Performance and Indicators

Financial Strategy & Plan

88%

Volunteering

75%

10 Years Of Experience

95%

Supplemental Skills

99.9%

System Availability

1 Second

System Response Time

90%

User Satisfaction

our services

Problems and Needs Addressed

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Financial Planning

WealthAI 360 system provides intelligent consulting and personalized advice to help users better understand and manage their wealth..

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Investment Advisory

WealthAI 360 system uses AI technology and big data analysis to provide standardized, high-quality wealth management services, ensuring consistency and professionalism.

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Tax Planning

The intelligent advisor function of the WealthAI 360 system provides highquality wealth management advice at a lower cost, reducing service costs for users.

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Corporate Finance

WealthAI 360 system provides global asset allocation advice and risk control tools through real-time data integration and intelligent analysis to help users effectively manage global assets.

our process

Strengths and Weaknesses of Competitors

01

Competitor A: J.P. Morgan

Strong brand influence and customer trust Rich customer resources and broad market coverage Comprehensive service system and diversified financial products

02

Competitor B: Wealthfront

Advanced AI and big data technology Highly personalized service and flexible solutions Quick response to market demands, strong innovation capability

03

Competitor C: Goldman Sachs with Apple Card

Combination of traditional financial institution expertise and technology company advantages Comprehensive service and innovative solutions High customer trust and market recognition

Our Portfolio

Technical Trends

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Financial Planning

WealthAI 360 system provides intelligent consulting and personalized advice to help users better understand and manage their wealth..

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Big Data Analysis

Wealth management companies utilize big data technology to extract valuable information from massive market data.

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Blockchain Technology

The application of blockchain technology in wealth management primarily involves asset digitization, smart contracts, and enhanced transparency.

Our Team Experts

Meet the Our Experts Behind Your Financial Growth

4.7

Short-term (0-6 months)

Technical Breakthroughs: AI Model Optimization and Upgrade, Core Function Improvement, System Performance Enhancement Resource Investment: $2.3M Key Indicators: Model Performance Standards, System Performance Optimization

Client Stories

Implementation Path

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Our Blog

Expected Outcomes

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BUSINESS BUSINESS

Technological Leadership:

Become a technological benchmark in AI wealth management.
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img ADMIN JULY 4, 2024

Market Position:

Establish a leading global wealth management service platform.

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img ADMIN JULY 4, 2024

Market Position:

Establish a leading global wealth management service platform.

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img ADMIN JULY 4, 2024

Market Position:

Establish a leading global wealth management service platform.