近日，亚洲AI财富管理系统提供商AQUMON宣布和在港主流中资券商华泰金控交付AI理财师系统，助力理财师实现金融信息和数据平权，全面提升财富管理能力。

 

 

该系统由AQUMON数据中心和算法团队驱动，内含香港近万支公募基金，以及美国上市的3000多只ETF的底层数据。系统流程上深度结合大语言模型，从财经新闻以及宏观研究入手，辅助理财经理和产品经理解析内容，并根据市场最新行情匹配相应产品，极大提高了前线理财师和私人银行客户经理的效率。

 

 

AQUMON搭建自研的全新产品评级体系，针对基金收益，风险，收费，基金经理，基金公司，管理规模等六大指标，多维度定制全面的金银铜体系，让投资者快速理解基金的全貌以及在各个资产类别所处的排名。此外，在AI理财师的帮助下，前线理财师只需一键即可快速生成基金报告。报告内含基金最新数据，同类基金比较，基金优缺点描述等等信息。

 

 

AQUMON在AI理财师技术方面潜心研究，就基金底层数据，排名预算，组合构建，AI Macro宏观大类资产预测等等仔细打磨，并针对财富管理行业亟需赋能的客户理财的种种需求做了系统研究。华泰金控涨乐全球通表示，有了系统的赋能，华泰金控的前线理财经理和产品经理能够更好，更快，更加科学地服务客户。

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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